Eduardo Esteban Martinez
Investment adviser representative at Osaic Advisory Services, LLC
15 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 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
- Seminars and workshops
Experience
15 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCJun 2021 to now
- Triad Hybrid SolutionsMay 2021 to now
- Triad AdvisorsMay 2020 to Aug 2024
- UnemployedSep 2019 to Apr 2020
- Asset ManagementSep 2018 to Aug 2019
- StudentJun 2018 to Aug 2018
- Mosaic AdvisorsMay 2017 to May 2018
- Stay At Home ParentAug 2011 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 7256734
- Firm CRD
- 171070