Abraham Martinez

AMARA FINANCIAL

San Francisco, CA 94104

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CRD#: 5120000

Professional summary

Abraham Martinez, CFP® is a registered financial advisor currently at AMARA FINANCIAL, LLC located in San Francisco, California.

Abraham is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Abraham has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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.

(1) Real Estate Ownership; Multi-Family; San Francisco, CA 94109; Start Date: November 2023 (2) Insurance Agent (fixed products) ; San Francisco, CA; Start Date: 2012

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abraham 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: 2010

Experience

Current

July 1, 2020 - Present

AMARA FINANCIAL, LLC

Office #1: 580 California Street 12th Floor, San Francisco, CA 94104

RIA

CRD#: 308290

San Francisco, CA

Past

October 13, 2017 - June 19, 2020

BRIO FINANCIAL GROUP

RIA

CRD#: 289889

San Francisco, CA

Past

November 20, 2006 - October 19, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

San Francisco, CA

Past

November 20, 2006 - October 19, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

San Francisco, CA

Past

June 8, 2006 - October 9, 2006

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

SAN FRANCISCO, CA

Past

May 18, 2006 - October 9, 2006

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

SAN FRANCISCO, CA

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".

AMARA FINANCIAL, LLC

AMARA FINANCIAL | AMARA FINANCIAL, LLC

CRD#: 308290 / SEC#: 801-118722

RIA

Registered Investment Advisory firm - (5/15/2020 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

California
(7/1/2020)

IAR

Texas
(12/21/2020)

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: 6/2/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/19/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/17/2006

General Securities Representative Examination

Current Firm

AMARA FINANCIAL, LLC

AMARA FINANCIAL | AMARA FINANCIAL, LLC

CRD#: 308290 / SEC#: 801-118722

RIA

Registered Investment Advisory firm - (5/15/2020 Approved)

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Contact information

Main Address

580 California Street 12th Floor, San Francisco, CA 94104

Mailing Address

Phone number

(415) 319-1071

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AMARA FINANCIAL ADV PART 2A (BROCHURE) MARCH 2024 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	572
AUM (Assets Under Management)	$ 200,051,660

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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Advisor Monitoring

Firm Stability Insights

Abraham Martinez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BRIO FINANCIAL GROUP

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

AMARA FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/2/2006

SIE

Date: 10/19/2017

Series 7

Date: 5/17/2006

Current Firm

AMARA FINANCIAL, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMARA FINANCIAL, LLC

TRUST BUT VERIFY

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