Diego Javier Martinez
Investment adviser representative at Finaccess Advisors LLC
13 yearsExperience
1 stateRegistered in
$4.1BFirm assets
16 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
Experience
13 years in the industry.
- Finaccess Advisors LLCNov 2017 to now
- CitigroupAug 2013 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Finaccess Advisors LLC
$4.1BAssets managed
101Clients
7Advisers
16 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
- 5766604
- Firm CRD
- 150697