Angel L. Martinez

VERIDIAN CAPITAL PARTNERS

Frederick, MD 21704

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CRD#: 6484978

Professional summary

Angel Luis Martinez, who also goes by Angel L Martinez, Angel Luis Martinez Jr, is a registered financial advisor currently at VERIDIAN CAPITAL PARTNERS located in Frederick, Maryland.

Angel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Angel has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Angel L Martinez | Angel Luis Martinez Jr

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. Ebay Reseller; Not Investment Related; Frederick, MD 21703; 04/1/23; 5-10 hours per month; no hours during securities trading hours; Find and resell items purchased at yard sales. 2. Guardian Refunds Org; Not Investment Related; Frederick, MD 21703; Owner; 06/21/2023; 10-15 hours per month; no hours during securities trading hours; Help recover funds owed to homeowners for homes lost in tax sales & Foreclosures.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angel Luis 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

December 17, 2024 - Present

VERIDIAN CAPITAL PARTNERS

Office #1: 7101 Guilford Drive, Suite 104, Frederick, MD 21704

RIA

CRD#: 314290

Frederick, MD

Past

April 10, 2018 - November 1, 2018

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

GERMANTOWN, MD

Past

January 12, 2017 - January 9, 2018

NYLIFE SECURITIES LLC

CRD#: 5167

VIENNA, VA

Past

June 8, 2015 - December 19, 2016

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

GAITHERSBURG, MD

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".

VERIDIAN CAPITAL PARTNERS

FREDERICK FINANCIAL CONSULTANTS, LLC | VERIDIAN CAPITAL PARTNERS

CRD#: 314290 / SEC#: 801-121334

RIA

Registered Investment Advisory firm - (5/28/2021 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

Maryland
(12/17/2024)

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: 12/17/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/18/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/8/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VERIDIAN CAPITAL PARTNERS

FREDERICK FINANCIAL CONSULTANTS, LLC | VERIDIAN CAPITAL PARTNERS

CRD#: 314290 / SEC#: 801-121334

RIA

Registered Investment Advisory firm - (5/28/2021 Approved)

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Contact information

Main Address

7101 Guilford Drive, Suite 104, Frederick, MD 21704

Mailing Address

Phone number

(301) 228-9300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A APPENDIX 1 OF FORM ADV: WRAP FEE PROGRAM BROCHURE (3/10/2025)

PART 2A OF FORM ADV: FIRM BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	2,494
AUM (Assets Under Management)	$ 471,114,175

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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Angel L. Martinez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PNC WEALTH MANAGEMENT LLC

NYLIFE SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

VERIDIAN CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/2024

Series 63

Date: 6/18/2015

SIE

Date: 10/1/2018

Series 6

Date: 6/8/2015

Current Firm

VERIDIAN CAPITAL PARTNERS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERIDIAN CAPITAL PARTNERS

TRUST BUT VERIFY

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