Victor Martinez

15 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Strategy Asset Managers L.L.C.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

572 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$741.5M

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

Location

790 E. Colorado Blvd, Suite 200, Pasadena, CA, 91101

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2019

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Victor is a member of Marstel Senior Homes LLC, an investment-related healthcare business, since 2018.

Employment History

Current Registrations

Strategy Asset Managers L.L.C.

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Morgan Stanley

November 2019 - January 2024 · 4 yrs 2 mos

Morgan StanleyBroker

November 2019 - January 2024 · 4 yrs 2 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

April 2016 - November 2019 · 3 yrs 7 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

April 2016 - November 2019 · 3 yrs 7 mos

Morgan Stanley

April 2010 - April 2016 · 6 yrs

Morgan StanleyBroker

February 2010 - April 2016 · 6 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.