Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
5,283 clients
Average Client Portfolio
$419K average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$50K
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Location

Ft. Pierce, FL

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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

Alejandro is an advisor with International Assets Investment Management LLC, an RIA affiliate, dedicating about a quarter of his time. He is also the president of Atlantic Wealth Management, Inc. and spends about half his time there, receiving no compensation.

Employment History
Current Registrations
International Assets Investment Management, LLC
December 2017 - Present · 8 yrs 2 mos
International Assets Advisory, LLCBroker
December 2017 - Present · 8 yrs 2 mos
Previous Registrations
LPL Financial LLC
November 2008 - December 2017 · 9 yrs 1 mo
LPL Financial LLCBroker
November 2008 - December 2017 · 9 yrs 1 mo
H. Beck, INC.
November 2007 - November 2008 · 1 yr
H. Beck, INC.Broker
October 2007 - November 2008 · 1 yr 1 mo
Vsr Advisory Services
July 2007 - October 2007 · 3 mos
Vsr Financial Services, INC.Broker
January 2007 - October 2007 · 9 mos
Gunnallen Financial, INCBroker
April 2002 - January 2007 · 4 yrs 9 mos
First Montauk Securities CORP.Broker
August 2001 - May 2002 · 9 mos
First Liberty Investment Group, INC.Broker
December 1998 - August 2001 · 2 yrs 8 mos
State Registrations8 states
CACOFLGAMDNYTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alejandro Martinez - Financial Advisor | TrueAdvisor