Lincoln Investment
28yrs
Top advisor by experience in Snellville
6yrs
Luis Martinez
Financial advisor at Strategic Advisers
Based in Snellville, Georgia, Luis Martinez is a fiduciary financial advisor with 6 years of industry experience. Luis has been with Strategic Advisers since 2025; before that, Luis spent two years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 25 advisors with offices in Snellville, and one of 22 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
OfficeSnellville, GA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Luis
(617) 563-7000Firm headquarters in Boston, MA. Ask for Luis. Snellville, GAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Luis
Tailored to Luis’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Luis
How do I contact Luis?
Call Strategic Advisers at (617) 563-7000 and ask for Luis Martinez. Luis works from the Snellville, GA office.
How long has Luis been a financial advisor?
Luis has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Luis hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Luis a fiduciary?
Luis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Luis paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Luis for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Financial Decision Partners
27yrs
Top 8% by experience in Snellville
Edward Jones
27yrs
Top 9% by experience at Edward Jones
Cetera Investment Advisers
21yrs
Top 16% by experience in Snellville
Principal Advised Services
20yrs
Top 17% by experience at Principal Advised Services
Wealthwise Financial Solutions
20yrs
Top 24% by experience in Snellville