Victor Martinez
Investment adviser representative at Strategy Asset Managers L.L.C.
10 yearsExperience
1 stateRegistered in
$930.1MFirm assets
25 yearsFirm in business
Are you Victor Martinez? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Strategy Asset Managers L.L.C.Jan 2024 to now
- Morgan Stanley Private Bank, N.ANov 2019 to Jan 2024
- Morgan Stanley Smith Barney LLCNov 2019 to Jan 2024
- Bank of America, N.A.Apr 2016 to Nov 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2016 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Strategy Asset Managers L.L.C.
$930.1MAssets managed
633Clients
11Advisers
25 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
- 5744392
- Firm CRD
- 109939