CM
CM

Carlos Martinez

25 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
1,154 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$300K
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Location

1111 Brickell Ave, Suite 2720, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Carlos works as an Investment Advisor Representative (IAR) for IPG Investment Advisors, LLC, dedicating about half of his time to this role.

Employment History
Current Registrations
Ipg Investment Advisors, LLC
October 2016 - Present · 9 yrs 4 mos
Investment Placement GroupBroker
September 2016 - Present · 9 yrs 5 mos
Previous Registrations
Ipg Investment Advisors, LLC
September 2016 - December 2022 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2004 - September 2016 · 12 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2000 - September 2016 · 16 yrs 6 mos
State Registrations7 states
AZCACOCTFLGATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.