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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

ARTURO MARTINEZ-VARGAS

Advisor at STRATEGIC ADVISERS LLC

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:0a54dcfb-66af-bf69-167f-2c7ef625872f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 19, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jun 5, 2009
First registration: Jun 19, 2017
Dual registered: yes, broker-dealer
Other names: ARTURO F MARTINEZ-VARGAS|ARTURO F MARTINEZ VARGAS|ARTURO FELIPE MARTINEZ VARGAS|ARTURO MARTINEZ-VARGAS|ARTURO FELIPE MARTINEZ-VARGAS
IAPD individual key: 5055071

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	SAN DIEGO, CA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	May 2, 2022	Mar 31, 2025	no	SAN DIEGO, CA	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Feb 4, 2019	Jun 4, 2021	no	SAN DIEGO, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Mar 13, 2018	Oct 23, 2018	no	Carlsbad, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Mar 13, 2018	Oct 23, 2018	no	OMAHA, NE\|Carlsbad, CA\|St. Louis, MO	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Jun 19, 2017	Mar 13, 2018	no	SAINT LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
CUSO FINANCIAL SERVICES, L.P.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 4, 2021	May 2, 2022	332	Firm change	Ibd to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 23, 2018	Mar 13, 2018	-224	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Oct 23, 2018	Mar 13, 2018	-224	Firm change after gap	Other
SCOTTRADE INVESTMENT MANAGEMENT	TD AMERITRADE, INC.	Mar 13, 2018	Mar 13, 2018	0	Channel change	Other

Relationships

Registered with (6)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
May 2, 2022 to Mar 31, 2025factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Feb 4, 2019 to Jun 4, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 13, 2018 to Oct 23, 2018factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Mar 13, 2018 to Oct 23, 2018factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Jun 19, 2017 to Mar 13, 2018factForm ADV

Dated events

No dated event names this entity yet.