Gustavo Martinez

CRD 4223549 · Fidelity Brokerage Services LLC · Bridgewater, NJ

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 66Series 4Series 10Series 9Series 31SIESeries 7
Registered states (8): Connecticut · Florida · Maine · Massachusetts · New Jersey · New York · Pennsylvania · Texas
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (22)

From the source registration record · current first

Strategic Advisers LLCCurrent
Flemington, NJ · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Flemington, NJ · BD capacity

Aug 14, 2023 → present
Fidelity Brokerage Services LLCCurrent
Bridgewater, NJ · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Sep 1, 2023 → Mar 31, 2025
Tiaa-Cref Individual & Institutional Services, LLC
BD capacity

Mar 25, 2020 → Jul 7, 2023
Advice And Planning Services
IA capacity

Mar 25, 2020 → Jul 7, 2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

May 22, 2015 → Mar 16, 2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

May 22, 2015 → Mar 16, 2020
J.P. Morgan Securities LLC
IA capacity

Jan 6, 2015 → May 6, 2015
J.P. Morgan Securities LLC
BD capacity

Jan 5, 2015 → May 6, 2015
J.P. Morgan Securities LLC
BD capacity

Oct 1, 2012 → Aug 22, 2013
J.P. Morgan Securities LLC
IA capacity

Oct 1, 2012 → Aug 22, 2013
Chase Investment Services Corp.
BD capacity

Dec 22, 2008 → Oct 1, 2012
Chase Investment Services Corp.
IA capacity

Dec 22, 2008 → Oct 1, 2012
Pnc Investments
BD capacity

Mar 23, 2006 → Nov 20, 2008
Pnc Investments
IA capacity

Mar 23, 2006 → Nov 20, 2008
Banc Of America Investment Services, Inc.
BD capacity

Oct 20, 2004 → Jan 4, 2006
Quick & Reilly, Inc.
BD capacity

Oct 1, 2004 → Oct 20, 2004
Essex National Securities, Inc.
BD capacity

Jun 17, 2003 → Aug 24, 2004
Wachovia Securities, Inc.
BD capacity

Feb 28, 2002 → Mar 31, 2003
Pnc Brokerage Corp
BD capacity

Feb 8, 2001 → Oct 1, 2001
Pruco Securities Corporation
BD capacity

Aug 10, 2000 → Dec 1, 2000

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 4223549 ↗ FINRA BrokerCheck record for CRD 4223549 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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