LM
LM

Luis Martinez

22 Years of Experience
Paramus, NJ
1 DisclosureBroker

Luis Martinez is a registered investment advisor at Wells Fargo Advisors, based in Paramus, NJ, with 22 years of industry experience. Luis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

461 From Road, Suite 101, Paramus, NJ, 07652

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History

Regulatory History (1)
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Judgment / Lien
August 2025
Employment History
Current Registrations
Wells Fargo Advisors
May 2026 - Present · 5 mos
Wells Fargo Clearing Services, LLCBroker
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2021 - December 2022 · 1 yr 11 mos
UBS Financial Services INC.Broker
March 2010 - June 2019 · 9 yrs 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2010 · 9 mos
Morgan Stanley & CO. IncorporatedBroker
August 2007 - June 2009 · 1 yr 10 mos
Bear, Stearns & CO. INC.Broker
April 2002 - April 2006 · 4 yrs
State Registrations46 states
ALARAZCACOCTDCDEFLGAHIIDILINKSKYMAMDMEMIMNMOMSNCNDNHNJNMNVNYOHOKORPARISCTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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