Andrew Ronald Martinez
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Charles Schwab & Co., Inc.Jul 2024 to now
- Charles Schwab Bank, SsbJul 2024 to now
- Nylife Securities LLCOct 2023 to Jul 2024
- New York Life Insurance CompanyMar 2023 to Jul 2024
- Ameriprise FinancialJun 2022 to Aug 2022
- UnemployedJun 2019 to Sep 2019
- Full Time EducationAug 2015 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
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
- 7592008
- Firm CRD
- 5393