Julia Martinelli has been an investment adviser representative at Strathmore Capital Advisors since February 2026, and is not listed among the firm’s executive officers or direct owners.
Strathmore Capital Advisors, Inc. is a Charlotte, NC firm with $805M under management, 501 clients and 11 advisers across 8 offices, as of its September 2026 filing.
- Strathmore Capital AdvisorsCurrent– present · under a yearCharlotte, NC · Adviser representative · Firm CRD 135008
Investment adviser representative registrations
Julia Martinelli is registered as an investment adviser representative in North Carolina, since February 2026.
- North CarolinaSince 24 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 February 2026 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 October 2021 |
| Series 7TO | General Securities Representative Examination | 27 August 2021 |
| SIE | Securities Industry Essentials Examination | 9 July 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Julia Marie Martinelli
- CRD
- 7416774
- Firm
- Strathmore Capital Advisors · CRD 135008
- Office
- 2825 SOUTH BLVD., SUITE 350, Charlotte, NC 28209
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Julia Martinelli work?
Julia Martinelli is an investment adviser representative registered through Strathmore Capital Advisors, Inc. since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Julia Martinelli a financial advisor?
Yes. Julia Martinelli has a current investment-adviser registration in North Carolina, through Strathmore Capital Advisors since February 2026.
How many years of experience does Julia Martinelli have?
Julia Martinelli has 5 years in the financial industry, since October 2021, across 1 adviser firm.
What exams has Julia Martinelli passed?
Julia Martinelli has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in July 2021.
Where is Julia Martinelli based?
Julia Martinelli’s registered office is in Charlotte, NC.
Is Julia Martinelli registered with FINRA?
No. Julia Martinelli has no current broker registration.
How can I verify Julia Martinelli’s record?
Search CRD 7416774 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julia Martinelli’s full registration record.
