Roy Martinez, financial advisor Montecito CA
93 score

Roy Martinez

CRD Number: 5337751
Current Firm: City National Securities, Inc.

Roy Martinez (CRD# 5337751) is an Investment Advisor Representative working at City National Securities, Inc. in Montecito, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services Los Angeles, CA Jan 2013 - Current 3
Union Bank Santa Barbara, CA Nov 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Barbara, CA Oct 2009 - Oct 2012 3
Bank Of America N.a Santa Barbara, CA May 2007 - Oct 2012 5
Banc Of America Investment Services, Inc. Santa Barbara, CA May 2007 - Oct 2009 2
Santa Barbara Bank & Trust Santa Barbara, CA Jun 1992 - May 2007 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Roy Martinez
Phone Number: 310-888-6400
Firm Website: http://www.cnb.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    668
    MILLIONS
  • Total Number of Accounts
    1,036
    ACCOUNTS
  • Average Account Value
    $645,239
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, NV, NY, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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