Marissa Ortega
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Los Lunas, NM
Credentials
Series 63, Series 66
Industry experience
6 years
About
Marissa Ortega is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2017. Prior to joining Fidelity, she worked at Total Eye Care for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-driven research, and advisory roles to multiple registered investment companies.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Location
Los Lunas, NM
Most active in
Marissa O has reported serving >5 clients in these states in the last 12 months.
New Mexico · Texas
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Investments
2017 - Present (9 years)
Total Eye Care
2016 - 2017 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Andrew S
Series 66
Los Lunas, NM
Raymond James Financial
Andrew Spears is a financial advisor with Raymond James Financial in Los Lunas, NM, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Edward Jones and ongoing service with Albuquerque Public Schools and the United States Army. He also owns an online travel website, Travelspearsnow. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.
Grady H
Series 66
Los Lunas, NM
Edward Jones
Grady Henson is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Clearwater Exteriors, Ursa Prime, Piranha Brands, and The Home Depot. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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