Unclaimed Profile

Vanessa N Martinez

EXPRESSIVE WEALTH LLC·CHICAGO, Illinois

SIE, Series 6, Series 7, Series 63, Series 65Clean record7 years registeredEXPRESSIVE WEALTH LLC

6650 N NORTHWEST HWY, CHICAGO, IL 60631CRD# 5494262Firm CRD# 329974

Profile Verification

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

Identity

Vanessa N Martinez · CHICAGO, IL

Registration

CRD #5494262 · EXPRESSIVE WEALTH LLC · 7 years registered

Brand Profile

Not yet started

Career History

EXPRESSIVE WEALTH LLC

Mar 2024 – present

HIGHTOWER ADVISORS, LLC

Feb 2019 – Mar 2022

Deerfield, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 22, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EXPRESSIVE WEALTH LLC

CRD 329974 · SEC 801-129561

AUM

$125M

Regulatory assets under management

Employees

117 client accounts

Services offered by EXPRESSIVE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EXPRESSIVE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Vanessa N Martinez offer?

Vanessa N Martinez specializes in Financial Planning, Investment Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Vanessa N Martinez's credentials?

Vanessa N Martinez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Vanessa N Martinez located?

Vanessa N Martinez is based in CHICAGO, Illinois, working with EXPRESSIVE WEALTH LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Vanessa N Martinez charge for services?

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

How large is EXPRESSIVE WEALTH LLC?

EXPRESSIVE WEALTH LLC has approximately 7 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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