Daniel Martinez is a registered investment advisor, based in Miami, FL, with 14 years of industry experience.
Location
1200 Brickell Avenue, Suite 250, Miami, FL, 33131
Get directionsHistory
Regulatory History
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 →Other Business Activities
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.