Unclaimed Profile

Zlatko Martinic

GAMMA INVESTING LLC·SAN MATEO, California

SIE, Series 3, Series 7, Series 24, Series 63CFAClean record9 years registeredGAMMA INVESTING LLC

1825 S. GRANT STREET, SAN MATEO, CA 94402CRD# 2879524Firm CRD# 312573

Profile Verification

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

Identity

Zlatko Martinic · SAN MATEO, CA

Registration

CRD #2879524 · GAMMA INVESTING LLC · 9 years registered

Brand Profile

Not yet started

Career History

GAMMA INVESTING LLC

Mar 2021 – present

PENSERRA TRANSITION MANAGEMENT LLC

Jan 2018 – Aug 2019

ORINDA, CA

PENSERRA CAPITAL MANAGEMENT LLC

Jan 2018 – Aug 2019

ORINDA, CA

PENSERRA CAPITAL MANAGEMENT LLC

Nov 2016 – Dec 2017

ORINDA, CA

PENSERRA TRANSITION MANAGEMENT LLC

Nov 2016 – Dec 2017

ORINDA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Registration record

First registered · November 3, 2016

Years registered · 9

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GAMMA INVESTING LLC

CRD 312573 · SEC 801-127959

AUM

$1.0B

Regulatory assets under management

Employees

979 client accounts

Services offered by GAMMA INVESTING LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GAMMA INVESTING LLC →

Introduction

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Frequently Asked Questions

What services does Zlatko Martinic offer?

Zlatko Martinic specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN MATEO, California for a consultation.

What are Zlatko Martinic's credentials?

Zlatko Martinic holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Zlatko Martinic located?

Zlatko Martinic is based in SAN MATEO, California, working with GAMMA INVESTING LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.

How does Zlatko Martinic charge for services?

Zlatko Martinic's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GAMMA INVESTING LLC?

GAMMA INVESTING LLC has approximately 5 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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