Martha Ortega is a registered investment advisor, based in San Antonio, TX, with 10 years of industry experience.
Location
9830 Colonnade Blvd STE 290, San Antonio, TX, 78230
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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.
Learn about disclosures →Employment History
Current Registrations
Sanctuary Advisors, LLC
April 2021 - Present · 5 yrs 5 mos
Sanctuary Securities, INC.Broker
April 2021 - Present · 5 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2016 - April 2021 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2015 - April 2021 · 6 yrs
State Registrations3 states
ARCOTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.