Luisa Martinez, financial advisor Palo Alto CA

Luisa Martinez

CRD Number: 5523762
Current Firm: Fidelity Personal And Workplace Advisors

Luisa Martinez (CRD# 5523762) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Palo Alto, CA and has over 8 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Fidelity Investments Palo Alto, CA Sep 2020 - Current 3
Abendstern Wealth Management, Inc. Houston, TX Mar 2015 - Sep 2020 5
Abendstern Global Investments Houston, TX Jan 2015 - Sep 2020 5
Self Employed Oakland, CA Mar 2013 - Dec 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2015
S63 Uniform Securities State Law Examination Dec 2020
Contact Info for Luisa Martinez
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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