Bernadine Marie Sanchez
Investment adviser representative at Madrid Wealth Management
10 yearsExperience
1 stateRegistered in
$212.1MFirm assets
1 yearFirm 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Madrid Wealth Management, LLCJan 2025 to now
- Compound PlanningNov 2024 to Jan 2025
- UnemployedMar 2024 to Oct 2024
- Redw Wealth (formerly Redw Stanley Financial Advisors)Aug 2016 to Mar 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NM).
Madrid Wealth Management
Legal name: Madrid Wealth Management, LLC
$212.1MAssets managed
128Clients
4Advisers
1 yearIn 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
- 6723736
- Firm CRD
- 333331