Oscar Martinez
Investment adviser representative at Valley Wealth Strategies, LLC
17 yearsExperience
1 stateRegistered in
$1.4BFirm assets
8 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- LPL Financial LLCNov 2017 to now
- Valley Wealth Strategies, LLCOct 2017 to now
- C L Zuk & AssociatesAug 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Valley Wealth Strategies, LLC
$1.4BAssets managed
4,055Clients
23Advisers
8 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
- 3166236
- Firm CRD
- 289737