Kaitlin R. Martinez

EXPRESSIVE WEALTH LLC

Belle Harbor, NY

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CRD#: 4993635

Professional summary

Kaitlin Rose Martinez, CFP®, who also goes by Kaitlin Martinez, Kaitlin Rose Walsh, is a registered financial advisor currently at EXPRESSIVE WEALTH LLC located in Belle Harbor, New York.

Kaitlin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kaitlin has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kaitlin Martinez | Kaitlin Rose Walsh

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) Name: Kaitlin Martinez. Investment-Related: No. Address: Belle Harbor, NY. Nature: Insurance Sales. Position/Title: Licensed Insurance Agent. Start Date: 3/2017. Approximate Hours Per Month: 0-5. Approximate Hours Per Month During Securities Trading Hours: 0-5. Duties: Licensed to sell life and health insurance in the States of New York and New Jersey. (2) Name: Alliance Homecare. Investment-Related: No. Address: New York, NY. Nature: Home Health Care Sales. Position/Title: Director of Strategic Partnerships. Start Date: 2/2024. Approximate Hours Per Month: 160. Approximate Hours Per Month During Securities Trading Hours: 160. Duties: Establish relationships with centers of influence, educate decision makers on how to navigate immediate home care needs or plan ahead for eventual needs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaitlin Rose Martinez'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

May 20, 2025 - Present

EXPRESSIVE WEALTH LLC

RIA

CRD#: 329974

Belle Harbor, NY

Past

September 19, 2023 - October 2, 2024

OREKA WEALTH

RIA

CRD#: 25574

NEW YORK, NY

Past

July 5, 2005 - August 17, 2005

MIDWOOD SECURITIES, INC.

CRD#: 21520

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".

EXPRESSIVE WEALTH LLC

CRD#: 329974 / SEC#: 801-129561

RIA

Registered Investment Advisory firm - (2/23/2024 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

Illinois
(5/20/2025)

IAR

New York
(8/5/2025)

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 66

Date: 9/17/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/13/2012

General Securities Representative Examination

Current Firm

EXPRESSIVE WEALTH LLC

CRD#: 329974 / SEC#: 801-129561

RIA

Registered Investment Advisory firm - (2/23/2024 Approved)

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Contact information

Main Address

6650 N Northwest Hwy Suite 1w, Chicago, IL 60631

Mailing Address

Phone number

(847) 595-8812

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/13/2025)

Regulatory assets under management

Total Number of Accounts	329
AUM (Assets Under Management)	$ 131,082,341

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.

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Firm Stability Insights

Kaitlin R. Martinez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaitlin Rose Martinez's CRS (Customer Relationship Summary).

Certified licenses

Experience

OREKA WEALTH

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

HSBC SECURITIES (USA) INC.

HSBC SECURITIES (USA) INC.

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

NYLIFE DISTRIBUTORS LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

MIDWOOD SECURITIES, INC.

Primary Firm SEC Registration

EXPRESSIVE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/17/2012

SIE

Date: 10/1/2018

Series 7

Date: 6/13/2012

Current Firm

EXPRESSIVE WEALTH LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EXPRESSIVE WEALTH LLC

TRUST BUT VERIFY

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