Kelli Martin, financial advisor Irvine CA
90 score

Kelli Martin

CRD Number: 6096243
Current Firm: Strategic Advisers, Inc.

Kelli Martin (CRD# 6096243) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Irvine, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Irvine, CA Jul 2012 - Current 4
Arguello Market San Francisco, CA Aug 2011 - Jun 2012 < 1
Fidelity Investments Irvine, CA Jun 2011 - Aug 2011 < 1
University Of San Francisco San Francisco, CA Aug 2010 - Jun 2011 < 1
Tommy Bahama Newport Beach, CA Jan 2009 - Aug 2010 1
University High School Irvine, CA Aug 2007 - Dec 2008 1
Rip Curl Irvine, CA Mar 2007 - Jul 2007 < 1
University High School Irvine, CA Jul 2006 - Feb 2007 < 1
Juice It Up Irvine, CA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Kelli D. Martin
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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