Daniel Martinez is a registered investment advisor, based in Miami, FL, with 15 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1110 Brickell Ave, Suite 515, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a Portfolio Advisor for Advisory Investor Services, LLC, dedicating about 10-20% of his time. He is also a Business Development Manager and Registered Representative with Miura Capital LLC, and owns a percentage of Eagle Run Office, LLC, a real estate investment, spending minimal time on it.
Employment History
Current Registrations
Miura Capital, LLCBroker
Advisory Investor Services LLC
Previous Registrations
Hb Asset Management, L.C.
Insigneo Securities, LLCBroker
Northeast Securities, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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