Martin J Rodriguez
Investment adviser representative at Ep Wealth Advisors
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$45.1BFirm assets
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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
- Seminars and workshops
Experience
21 years in the industry.
- Ep Wealth Advisors, LLCJan 2026 to now
- Longview Asset Management, LLCNov 2024 to Mar 2026
- Wells Fargo Clearing Services, LLCFeb 2024 to Nov 2024
- Morgan StanleyJun 2022 to Feb 2024
- Barnes and NobleJan 2019 to May 2022
- Dexter SchoolsJan 2005 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, NM).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 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
- 7559922
- Firm CRD
- 111147