Angel Luis Martinez
Investment adviser representative at Veridian Capital Partners
14 yearsExperience
1 stateRegistered in
$551.1MFirm assets
5 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
14 years in the industry.
- Veridian Capital Partners, LLCSep 2024 to now
- PNC BankDec 2017 to Sep 2024
- PNC InvestmentsDec 2017 to Sep 2024
- Nylife Securities LLCJan 2017 to Dec 2017
- New York Life Insurance CoDec 2016 to Dec 2017
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2016
- Wells Fargo Advisors, LLC.Apr 2015 to Nov 2016
- Wells Fargo Bank NAJun 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
Veridian Capital Partners
Legal name: Frederick Financial Consultants, LLC
$551.1MAssets managed
822Clients
8Advisers
5 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
- 6484978
- Firm CRD
- 314290