Eduardo Margarito Martinez
Investment adviser representative at Forefront
17 yearsExperience
1 stateRegistered in
$239.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- ForefrontSep 2026 to now
- Forefront Wealth Partners, LLCSep 2026 to now
- Glenrock Wealth AdvisorsSep 2026 to now
- Edward Martinez Financial ServicesJun 2009 to now
- Secure Investment Management, LLCOct 2024 to Sep 2026
- Impact Partnership Wealth, LLCAug 2022 to Nov 2022
- Glenrock FinancialSep 2019 to Sep 2026
- Ae Wealth Management, LLCSep 2019 to Jun 2021
- Allstate Insurance CompanyJul 2013 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Forefront
Legal name: Forefront Wealth Partners, LLC
$239.8MAssets managed
572Clients
27Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2836020
- Firm CRD
- 308521