Carlos Martin-donadio
Professional Summary
Carlos Martin-donadio, who also goes by Carlos N Martin, Carlos Nicholas Martin, Carlos Nicolas Martin, Carlos Nicolas Martin-donadio, Carlos Nicolas Martindonadio, is a registered financial advisor currently at BCI SECURITIES, INC. located in Miami, Florida. Carlos is registered as a RR (Registered Representative) and started their career in finance in 1995. Carlos has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Carlos N Martin, Carlos Nicholas Martin, Carlos Nicolas Martin, Carlos Nicolas Martin-Donadio, Carlos Nicolas Martindonadio
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
BCI SECURITIES, INC.
Contact Information
Main Address
1450 Brickell Avenue Suite 2850, Miami, FL 33131Mailing Address
1450 Brickell Avenue Suite 2850, Miami, FL 33131Phone Number
(305) 929-5500Established
Florida since 07/05/2011Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
74SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
FINRA licenses (23 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BANCO DE CREDITO E INVERSIONES, S.A. | SHAREHOLDER | — |
| FOXX, TERESA PENNET | DIRECTOR | 2608603 |
| GARCIA NIETO, FRANCISCO JAVIER | DIRECTOR OF SALES | 6645468 |
| GROOM, PAMELA SNELL | CCO | 2870233 |
| MARTIN-DONADIO, CARLOS | CEO/DIRECTOR | 2550675 |
| MARTINEZ-LEJARZA, JUAN CARLOS | DIRECTOR | 6369051 |
| NODAR, MARIA EUGENIA | FINOP/CFO | 1660104 |
| SEGUNDO, JUAN ALBERTO | DIRECTOR | 6353039 |
| VEGA, MARIA GRISEL | DIRECTOR | 6235036 |
Regulatory Assets Under Management
Total Number of Accounts
448AUM (Assets Under Management)
$402,246,518Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/25/2025 | Cover Page | Report |
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
BCI SECURITIES, INC.
State Registrations and Notice Filings
(4/25/2023)
(4/18/2023)
(4/20/2023)
(4/19/2023)
(4/24/2023)
(4/25/2023)
(4/19/2023)
(4/20/2023)
(4/19/2023)
(4/25/2023)
(4/18/2023)
(4/24/2023)
(7/26/2023)
(4/19/2023)
(4/19/2023)
(4/20/2023)
(4/28/2023)
(4/18/2023)
(4/25/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Carlos Martin-donadio's CRS (Customer Relationship Summary).
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