Alyssa Dawn Martinez
Investment adviser representative at Centaurus Financial, Inc.
10 yearsExperience
2 statesRegistered in
$9.7BFirm assets
27 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
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Centaurus Financial, Inc.Apr 2024 to now
- Elevate Wealth ManagementApr 2023 to now
- Self EmployedJan 2022 to now
- La FitnessApr 2021 to Apr 2023
- Modern Wealth ManagementApr 2020 to Dec 2020
- UnemployedJan 2020 to Mar 2021
- The Joint ChiropracticApr 2018 to Apr 2020
- National Law CenterOct 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
Centaurus Financial, Inc.
$9.7BAssets managed
45,336Clients
424Advisers
27 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
- 7247300
- Firm CRD
- 30833