Manuel A. Martinez

CHARLESTON WEALTH ADVISORS

Mount Pleasant, SC 29464

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CRD#: 4838649

Professional summary

Manuel A. Martinez, CFP® is a registered financial advisor currently at CHARLESTON WEALTH ADVISORS located in Mount Pleasant, South Carolina.

Manuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Manuel has worked at 4 firms and has passed the Series 65, Series 66, Series 31 and Series 7 exams.

Biography

Manuel A. Martinez is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and registered investment advisor representative with 17 years of financial planning experience.

Question & Answer

What are your service offerings?

Estate Planning

Retirement Planning

Investment Planning

Employee and Employer Plan Ben...

Tax Planning

Education Planning

Insurance Planning

Small Business Planning

Divorce Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Business Owners

Federal Employees

Medical Professionals

Middle Income Client Needs

Millennials

Special Needs Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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.

INDEPENDENT INSURANCE CONSULTANT; INVESTMENT RELATED; INDIVIDUAL; STARTED 10/10; 4 HRS/MO. MAY BE DURING TRADING HOURS; RESPONSIBLE FOR LOCATING INSURANCE PRODUCTS TO ACCOMPLISH CLIENT NEEDS. Charleston Dog House, LLC; Owner; Investment related: No; 2360 Air Park Road North Charleston SC 29406 USA; Dog daycare and overnight boarding facility for dogs. ;Duties: Overlook the financials of the business monthly. ;2007-05-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 30;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Manuel A. Martinez'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^®

Certified Financial Planner

Start date: 2010

Experience

Current

June 3, 2022 - Present

CHARLESTON WEALTH ADVISORS

Office #1: 806 Johnnie Dodds Blvd Ste 202, Mount Pleasant, SC 29464

RIA

CRD#: 319565

Mount Pleasant, SC

Past

February 18, 2021 - December 5, 2022

INVESTMENT ADVISOR GROUP

RIA

CRD#: 312448

MT PLEASANT, SC

Past

August 8, 2008 - February 26, 2021

KEELER & CO., LLC

RIA

CRD#: 125185

MT. PLEASANT, SC

Past

November 23, 2004 - March 6, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

CHARLESTON, SC

Past

September 22, 2004 - March 6, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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

Florida
(8/4/2023)

IAR

South Carolina
(6/3/2022)

IAR

Texas
(7/7/2022)

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: 7/29/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/19/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 1/14/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/21/2004

General Securities Representative Examination

Current Firm

CHARLESTON WEALTH ADVISORS

CHARLESTON WEALTH ADVISORS | CHARLESTON WEALTH ADVISORS, LLC

CRD#: 319565 / SEC#:

Florida

Registered Investment Advisory firm - (8/4/2023 Approved)

South Carolina

Registered Investment Advisory firm - (6/3/2022 Approved)

Texas

Registered Investment Advisory firm - (6/29/2022 Conditional Restricted)

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Contact information

Main Address

806 Johnnie Dodds Blvd Ste 202, Mount Pleasant, SC 29464

Mailing Address

Phone number

(843) 628-2892

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	296
AUM (Assets Under Management)	$ 61,134,995

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

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Manuel A. Martinez

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Manuel A. Martinez's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT ADVISOR GROUP

KEELER & CO., LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/29/2008

Series 66

Date: 10/19/2004

Series 31

Date: 1/14/2005

Series 7

Date: 9/21/2004

Current Firm

CHARLESTON WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHARLESTON WEALTH ADVISORS

TRUST BUT VERIFY

Contact information

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