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MT

Marianna G. Toudouze

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CRD#: 1518326
MT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marianna G Toudouze, who also goes by Marianna Garcia, Marianna I Salinas, Marianna Imelda Salinas, Marianna Salinas, was a registered financial professional .

Marianna is a previously registered financial professional and started their career in finance in 2001. Marianna had worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marianna Garcia | Marianna I Salinas | Marianna Imelda Salinas | Marianna Salinas

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
EMPLOYED WITH ZT WEALTH, 1535 WEST LOOP SOUTH, HOUSTON, TEXAS 77027, PROVIDING NON-INVESTMENT RELATED SERVICES TO CLIENTS OF APPROXIMATELY 40 HOURS PER WEEK AND PROVIDES ADMINISTRATIVE SUPPORT ROLES.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 9, 2015 - December 13, 2023

ZT WEALTH ADVISORY

RIA
CRD#: 158972
Houston, TX
Past

May 6, 2014 - November 2, 2015

MHA FINANCIAL CORP

RIA
CRD#: 7462
HOUSTON, TX
Past

January 6, 2014 - November 2, 2015

MHA FINANCIAL CORP

BD
CRD#: 7462
HOUSTON, TX
Past

December 10, 2013 - January 21, 2014

ZT WEALTH INVESTMENT ADVISORY LLC

RIA
CRD#: 169426
HOUSTON, TX
Past

September 13, 2013 - December 31, 2013

EDI INVESTMENT ADVISOR CORPORATION

RIA
CRD#: 124129
IRVING, TX
Past

November 1, 2010 - December 31, 2013

EDI FINANCIAL, INC.

BD
CRD#: 15699
HOUSTON, TX
Past

January 31, 2007 - November 1, 2010

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
HOUSTON, TX
Past

July 16, 2004 - November 1, 2010

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
HOUSTON, TX
Past

October 3, 2001 - July 22, 2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

October 3, 2001 - July 22, 2003

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/26/2007
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


ZW
ZT WEALTH ADVISORY
AEP WEALTH MANAGEMENT LLC | ZT WEALTH ADVISORY | ZT SB INVESTMENT PARTNERS | ECHELON INVESTMENT MANAGEMENT

CRD#: 158972 / SEC#:

New York
Registered Investment Advisory firm - (11/11/2025 Terminated)
Texas
Registered Investment Advisory firm - (11/11/2025 Termination Requested)
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Contact information


Main Address
1535 West Loop South Suite 450, Houston, TX 77027
Mailing Address
Phone number
(713) 627-2000
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ZT WEALTH ADVISORY

CRD#: 158972

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