Catherine Guadalupe Martines
Investment adviser representative at Steward Partners Investment Advisory, LLC
13 yearsExperience
2 statesRegistered in
$36.7BFirm assets
10 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
- Pension consulting
Experience
13 years in the industry.
- Steward Partners Investment Advisory, LLCAug 2023 to now
- Steward Partners Investment Solutions, LLCNov 2022 to now
- Sullander Utley Financial Group, LLC Aff W Steward Partners G.A.Jul 2021 to now
- Wells Fargo AdvisorsMar 2019 to Jun 2021
- Wells Fargo BankMay 2013 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 7089754
- Firm CRD
- 283004