Luisa
Martinez
Fidelity Personal And Workplace Advisors
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About this Advisor
Luisa Martinez is a financial advisor operating out of Palo Alto, California, with a total of 3 years of industry experience. Martinez is currently employed by Fidelity Personal And Workplace Advisors. The advisor has gained experience at Abendstern Global Investments, Abendstern Wealth Management, Inc and Fidelity Investments. Martinez has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business operating out of Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 advisors. It handles $653 billion in assets under management between its 1,712,247 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 client accounts, 31% are held by high-net-worth investors who have at least $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees usually depend on which service is provided. Fees charged by Fidelity Personal And Workplace Advisors may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$652,548,367,853
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
13,507
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,712,247
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$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Luisa Martinez Work History
Luisa has been registered as a financial advisor for 3 years.*
Fidelity Investments
Abendstern Global Investments
Abendstern Wealth Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Luisa Martinez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelity Personal And Workplace Advisors
Greenbrae, CA
Smithfield, RI
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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