Daniel Alexander Martinez
Investment adviser representative at Advisory Investor Services LLC
15 yearsExperience
2 statesRegistered in
$209.9MFirm assets
4 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Miura Capital LLCNov 2017 to now
- Ais Securities LLCApr 2017 to now
- Advisory Investor Services, LLCSep 2014 to now
- Hb Asset ManagementJan 2012 to Jul 2017
- Global Investor Services, L.C.May 2011 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Advisory Investor Services LLC
$209.9MAssets managed
189Clients
7Advisers
4 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
- 5832289
- Firm CRD
- 173134