Anibal J. Martinez Rodriguez
SCHWAB WEALTH ADVISORY
Orlando, FL 32810
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CRD#: 4056296
Professional summary
Anibal Jose Martinez Rodriguez, CFP®, who also goes by Anibal Jose Martinez, Anibal Jose Martinez Rodrigue, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Orlando, Florida and CHARLES SCHWAB & CO., INC. located in Orlando, Florida.
Anibal is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Anibal has worked at 5 firms and has passed the Series 65, Series 66, Series 52TO, SIE, Series 7, Series 10, Series 9, Series 53, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anibal Jose Martinez | Anibal Jose Martinez Rodrigue
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) Anibal Martinez | Investment Related:No|Bayside Cove 239 Hostos ave. apt 301-Y|San Juan|PR|00918||Real Estate (Non-Agent/Broker)|owner|2/18/2019|Less than 20|0|Activity ? property rental. Occupied by my family and me, my former residence located in Puerto Rico was my home for 13. Once relocated to Tx by former employer, property is rented for a annual net loss of $1138.20 since 2/2019.
CRS (Client Relationship Summary) - RIA
Click below to view Anibal Jose Martinez Rodriguez'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®
CFP®
Start date: 2019
Experience
Current
January 11, 2021 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 1991 Summit Park Dr., Orlando, FL 32810RIA
CRD#: 159035
Orlando, FL
Current
December 14, 2020 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 1991 Summit Park Drive, Orlando, FL 32810RIA
BD
CRD#: 5393
Orlando, FL
Past
February 27, 2018 - August 12, 2019
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
SAN ANTONIO, TX
Past
January 22, 2018 - August 12, 2019
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
SAN ANTONIO, TX
Past
June 27, 2006 - January 9, 2018
INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC
BD
CRD#: 17053
SAN JUAN, PR
Past
November 23, 1999 - June 16, 2006
POPULAR SECURITIES, LLC
BD
CRD#: 8096
SANTURCE, PR
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".
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
RIA
Registered Investment Advisory firm - (12/9/2011 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/3/2021)
RR
Alaska(2/7/2024)
RR
Arizona(6/3/2021)
RR
Arkansas(2/7/2024)
RR
California(6/3/2021)
RR
Colorado(6/3/2021)
RR
Connecticut(6/3/2021)
RR
Delaware(6/3/2021)
RR
District of Columbia(6/3/2021)
RR
Florida(12/14/2020)
IAR
Florida(1/11/2021)
RR
Georgia(6/3/2021)
RR
Hawaii(6/3/2021)
RR
Idaho(2/7/2024)
RR
Illinois(6/3/2021)
RR
Indiana(6/3/2021)
RR
Iowa(2/7/2024)
RR
Kansas(2/7/2024)
RR
Kentucky(6/3/2021)
RR
Louisiana(6/3/2021)
RR
Maine(6/3/2021)
RR
Maryland(6/3/2021)
RR
Massachusetts(6/3/2021)
RR
Michigan(2/7/2024)
RR
Minnesota(2/7/2024)
RR
Mississippi(2/7/2024)
RR
Missouri(6/3/2021)
RR
Montana(6/3/2021)
RR
Nebraska(2/7/2024)
RR
Nevada(2/7/2024)
RR
New Hampshire(6/3/2021)
RR
New Jersey(6/3/2021)
RR
New Mexico(6/3/2021)
RR
New York(6/3/2021)
RR
North Carolina(6/3/2021)
RR
North Dakota(2/7/2024)
RR
Ohio(6/7/2021)
RR
Oklahoma(2/7/2024)
RR
Oregon(2/7/2024)
RR
Pennsylvania(6/3/2021)
RR
Puerto Rico(6/3/2021)
RR
Rhode Island(6/3/2021)
RR
South Carolina(2/7/2024)
RR
South Dakota(2/7/2024)
RR
Tennessee(2/7/2024)
RR
Texas(12/14/2020)
IAR
Texas(6/3/2021)
RR
Utah(2/7/2024)
RR
Vermont(2/7/2024)
RR
Virgin Islands(2/7/2024)
RR
Virginia(2/7/2024)
RR
Washington(2/7/2024)
RR
West Virginia(2/7/2024)
RR
Wisconsin(2/7/2024)
RR
Wyoming(2/7/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
RIA
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Contact information
Main Address
211 Main Street, San Francisco, CA 94105-1901
Mailing Address
Phone number
(415) 667-7000
Established
Firm type
Fiscal year end
# of Employees
1,042
SEC notice filing (53 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035Orlando, FL 32810TRUST BUT VERIFY
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