Edgar Martinez

MODERN WEALTH MANAGEMENT | Financial Advisor

RESTON, VA 20190

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CRD#: 3252117

Professional summary

Edgar Martinez JR., who also goes by Edgar Leets, Edgar Martinez Jr., Edgard S Martinez, Leets Edgar Martinez, Edgard Martinez, is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Reston, Virginia.

Edgar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Edgar has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edgar Leets | Edgar Martinez Jr. | Edgard S Martinez | Leets Edgar Martinez | Edgard 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.

I*961320 For profit or not for profit: Entity Charitable Name of outside business organization: Fairfax county football officials association Investment related: N Address of business: stephens city, Virginia, 22655 Nature of business: ["Business or Industry Organization"] Position, title, association: ["Other"], Start date of relationship: 9/3/2022 Number of hours devoted: 80 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: Referring youth football, You football. I am referring young boys football games.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edgar Martinez JR.'s CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 21, 2025 - Present

MODERN WEALTH MANAGEMENT, LLC

Office #1: 11911 Freedom Drive Suite 730, Reston, VA 20190

RIA

CRD#: 324624

RESTON, VA

Past

March 4, 2021 - October 20, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

VIENNA, VA

Past

December 1, 2020 - October 20, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

VIENNA, VA

Past

June 30, 2020 - December 17, 2020

MML INVESTORS SERVICES, LLC

CRD#: 10409

VIENNA, VA

Past

May 4, 2016 - December 4, 2018

B. RILEY SECURITIES, INC.

CRD#: 25027

ARLINGTON, VA

Past

September 21, 2010 - May 5, 2016

BREAN CAPITAL, LLC

CRD#: 23723

NEW YORK, NY

Past

March 1, 2010 - July 6, 2010

HAPOALIM SECURITIES USA, INC.

CRD#: 266

NEW YORK, NY

Past

April 7, 2009 - March 9, 2010

KAUFMAN BROS., L.P.

CRD#: 37909

NEW YORK, NY

Past

December 8, 2008 - March 6, 2009

KELLOGG PARTNERS INSTITUTIONAL SERVICES LLC

CRD#: 126935

NEW YORK, NY

Past

September 25, 2008 - December 4, 2008

SARATOGA CAPITAL MARKETS

CRD#: 120888

NEW YORK, NY

Past

May 8, 2006 - March 5, 2008

B. RILEY SECURITIES, INC.

CRD#: 25027

NEW YORK, NY

Past

November 21, 2005 - April 6, 2006

RODMAN & RENSHAW, LLC

CRD#: 16415

NEW YORK, NY

Past

January 8, 2005 - June 14, 2005

TULLETT PREBON FINANCIAL SERVICES LLC

CRD#: 28196

NEW YORK, NY

Past

November 1, 2004 - January 21, 2005

BURLINGTON CAPITAL MARKETS INC.

CRD#: 26991

NEW YORK, NY

Past

November 24, 2000 - May 28, 2004

UBS SECURITIES LLC

CRD#: 7654

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".

MODERN WEALTH MANAGEMENT, LLC

MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA

Registered Investment Advisory firm - (5/2/2023 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

Virginia
(10/21/2025)

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

State Security Law Exam

IAR

Series 65

Date: 2/26/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/28/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/22/2000

General Securities Representative Examination

Current Firm

MODERN WEALTH MANAGEMENT, LLC

MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA

Registered Investment Advisory firm - (5/2/2023 Approved)

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Contact information

Main Address

13550 W 95th St., Lenexa, KS 66227

Mailing Address

Phone number

(913) 393-1000

Established

Firm type

Fiscal year end

# of Employees

150

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCH 2025 ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	18,823
AUM (Assets Under Management)	$ 6,148,915,787

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Edgar Martinez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edgar Martinez JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MML INVESTORS SERVICES, LLC

B. RILEY SECURITIES, INC.

BREAN CAPITAL, LLC

HAPOALIM SECURITIES USA, INC.

KAUFMAN BROS., L.P.

KELLOGG PARTNERS INSTITUTIONAL SERVICES LLC

SARATOGA CAPITAL MARKETS

B. RILEY SECURITIES, INC.

RODMAN & RENSHAW, LLC

TULLETT PREBON FINANCIAL SERVICES LLC

BURLINGTON CAPITAL MARKETS INC.

UBS SECURITIES LLC

Primary Firm SEC Registration

MODERN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/26/2021

Series 63

Date: 12/28/2000

SIE

Date: 10/1/2018

Series 7

Date: 11/22/2000

Current Firm

MODERN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MODERN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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