Eric C. Martinez

FINANCIAL SERVICES OF AMERICA ADVISORS

OKEMOS, MI 48864

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CRD#: 6155875

Professional summary

Eric Chey Martinez, who also goes by Eric Martinez, is a registered financial advisor currently at FINANCIAL SERVICES OF AMERICA ADVISORS located in Okemos, Michigan.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Eric has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Chey 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®

None

Experience

Current

January 28, 2026 - Present

FINANCIAL SERVICES OF AMERICA ADVISORS

Office #1: 3695 Okemos Road Suite 100, Okemos, MI 48864

RIA

CRD#: 286251

OKEMOS, MI

Past

March 31, 2025 - September 29, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

PEARLAND, TX

Past

November 29, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

FRIENDSWOOD, TX

Past

December 10, 2018 - September 29, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

FRIENDSWOOD, TX

Past

February 13, 2014 - March 8, 2018

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA

CRD#: 110476

DICKINSON, TX

Past

January 10, 2014 - March 8, 2018

BBVA SECURITIES INC.

CRD#: 27060

DICKINSON, TX

Past

April 2, 2013 - November 27, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

DEER PARK, TX

Past

March 4, 2013 - November 27, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DEER PARK, TX

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".

FINANCIAL SERVICES OF AMERICA ADVISORS

FINANCIAL SERVICES OF AMERICA ADVISORS | FSA ADVISORS, INC. | FSA ADVISORS

CRD#: 286251 / SEC#: 801-120474

RIA

Registered Investment Advisory firm - (3/8/2021 Approved)

Florida

Registered Investment Advisory firm - (4/21/2021 Terminated)

Michigan

Registered Investment Advisory firm - (4/21/2021 Terminated)

Texas

Registered Investment Advisory firm - (4/21/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(1/28/2026)

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: 11/17/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/12/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/8/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/2/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/1/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FINANCIAL SERVICES OF AMERICA ADVISORS

FINANCIAL SERVICES OF AMERICA ADVISORS | FSA ADVISORS, INC. | FSA ADVISORS

CRD#: 286251 / SEC#: 801-120474

RIA

Registered Investment Advisory firm - (3/8/2021 Approved)

Florida

Registered Investment Advisory firm - (4/21/2021 Terminated)

Michigan

Registered Investment Advisory firm - (4/21/2021 Terminated)

Texas

Registered Investment Advisory firm - (4/21/2021 Terminated)

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Contact information

Main Address

50 W Big Beaver Rd Suite 500, Troy, MI 48084

Mailing Address

Phone number

(800) 977-9292

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

ADV PART 2A- FSA ADVISORS, INC. (1/24/2025)

Regulatory assets under management

Total Number of Accounts	3,687
AUM (Assets Under Management)	$ 396,180,038

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

Eric C. Martinez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

PNC MANAGED ACCOUNT SOLUTIONS, INC.

BBVA SECURITIES INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

FINANCIAL SERVICES OF AMERICA ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/17/2021

Series 63

Date: 3/12/2013

SIE

Date: 3/8/2018

Series 7

Date: 6/2/2017

Series 6

Date: 3/1/2013

Current Firm

FINANCIAL SERVICES OF AMERICA ADVISORS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL SERVICES OF AMERICA ADVISORS

TRUST BUT VERIFY

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