Isabel Martinez Lopez, financial advisor New York NY
90 score

Isabel Martinez Lopez

CRD Number: 5276247
Current Firm: Canepa U.s., LLC

Isabel Martinez Lopez (CRD# 5276247) is an Investment Advisor Representative working at Canepa U.s., LLC in New York, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Canepa U.s., LLC New York, NY Jul 2012 - Current 4
Heisenberg Partners LLC New York, NY Mar 2010 - Jun 2012 2
Santander Investment Securities Inc. New York, NY Sep 2006 - Jun 2012 5
Santander Seguros Madrid, Jan 1999 - Sep 2006 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Isabel Martinez Lopez
Phone Number: 212-677-7111
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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

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