Unclaimed Profile

Abraham Martinez

AMARA FINANCIAL, LLC·SAN FRANCISCO, California

SIE, Series 7, Series 66CFPClean record20 years registeredAMARA FINANCIAL, LLC

580 CALIFORNIA STREET, SAN FRANCISCO, CA 94104CRD# 5120000Firm CRD# 308290

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Abraham Martinez · SAN FRANCISCO, CA

Registration

CRD #5120000 · AMARA FINANCIAL, LLC · 20 years registered

Brand Profile

Not yet started

Career History

AMARA FINANCIAL, LLC

Jul 2020 – present

BRIO FINANCIAL GROUP

Oct 2017 – Jun 2020

San Francisco, CA

AMERIPRISE FINANCIAL SERVICES, INC.

Nov 2006 – Oct 2017

San Francisco, CA

CITIGROUP GLOBAL MARKETS INC.

Jun 2006 – Oct 2006

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 8, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMARA FINANCIAL, LLC

CRD 308290 · SEC 801-118722

AUM

$159M

Regulatory assets under management

Employees

542 client accounts

Services offered by AMARA FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AMARA FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Abraham Martinez offer?

Abraham Martinez specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Abraham Martinez's credentials?

Abraham Martinez holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Abraham Martinez located?

Abraham Martinez is based in SAN FRANCISCO, California, working with AMARA FINANCIAL, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Abraham Martinez charge for services?

Abraham Martinez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMARA FINANCIAL, LLC?

AMARA FINANCIAL, LLC has approximately 3 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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