MM
Manuel Martinez
FORTIS CAPITAL ADVISORS
Keizer, OR
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CRD#: 2778458
MM
Professional summary
Manuel Martinez JR., who also goes by Manny Martinez, Manuel Martinez Jr, Manuel Martinez, is a registered financial advisor currently at FORTIS CAPITAL ADVISORS, LLC located in Keizer, Oregon.
Manuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Manuel has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Manny Martinez | Manuel Martinez Jr | Manuel Martinez
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.
1. Copa Wealth Strategies; Investment Related; residential address: DBA name for Investment services and Insurance Sales; President; Agent; 06/2022; 80 hours a month; 80 Hours a month during trading; Insurance Sales 2. Legal Shield; Not investment Related; residential address; Legal Services; Associate; Agent; 09/2015; 5 hours a month outside of trading; Refer people to pre-paid legal services 3. 360 Advantage LLC; investment Related; residential address; Supplemental employee benefits service; Independent contractor; 09/2024; 1hour a month outside of trading; Refer people to businesses to the company who elect supplemental employee benefits packages.
CRS (Client Relationship Summary) - RIA
Click below to view Manuel Martinez JR.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 7, 2025 - Present
FORTIS CAPITAL ADVISORS, LLC
RIA
CRD#: 309709
Keizer, OR
Past
December 13, 2024 - December 17, 2024
FORTIS CAPITAL ADVISORS, LLC
RIA
CRD#: 309709
PRAIRIE VILLAGE, KS
Past
September 12, 2022 - December 13, 2024
GRADIENT ADVISORS, LLC
RIA
CRD#: 152665
Keizer, OR
Past
August 5, 2021 - June 27, 2022
RUGGIERO WEALTH MANAGEMENT
RIA
CRD#: 306588
Lake Oswego, OR
Past
March 30, 2018 - August 5, 2020
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
LAKE OSWEGO, OR
Past
March 21, 2018 - August 5, 2020
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
LAKE OSWEGO, OR
Past
August 23, 2016 - December 7, 2017
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
ADDISON, TX
Past
August 10, 2016 - December 7, 2017
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
ADDISON, TX
Past
May 2, 2012 - August 26, 2016
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
ADDISON, TX
Past
February 16, 2011 - August 26, 2016
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
ADDISON, TX
Past
December 18, 1998 - April 3, 2008
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
May 26, 1998 - December 18, 1998
CITICORP SECURITIES, INC.
BD
CRD#: 7474
NEW YORK, NY
Past
August 2, 1996 - June 20, 1997
CITICORP SECURITIES, INC.
BD
CRD#: 7474
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT
CRD#: 309709 / SEC#: 801-119354
RIA
Registered Investment Advisory firm - (8/28/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oregon(10/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT
CRD#: 309709 / SEC#: 801-119354
RIA
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Contact information
Main Address
7301 Mission Road Suite 326, Prairie Village, KS 66208
Mailing Address
Phone number
(913) 222-8862
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,774 |
| AUM (Assets Under Management) | $ 1,212,196,068 |
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.
