Manuel E. Martinez
Professional summary
Manuel Emilio Martinez, who also goes by Manny Martinez, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Escondido, California and AMERITAS INVESTMENT COMPANY, LLC located in Escondido, California.
Manuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1977. Manuel has worked at 5 firms and has passed the Series 65, Series 22TO, Series 6TO, SIE and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Manuel Emilio Martinez's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 325 W 3rd Ave Ste 203, Escondido, CA 92025June 30, 2006 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 325 W 3rd Ave Ste 203, Escondido, CA 92025June 30, 2006 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
February 9, 2004 - June 30, 2006
CARILLON INVESTMENTS, INC.
March 1, 1997 - June 30, 2006
CARILLON INVESTMENTS, INC.
September 20, 1983 - February 12, 1997
EQUITY SERVICES, INC.
July 18, 1977 - February 23, 1983
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Primary Firm SEC Registration
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/30/2006)
(11/1/2021)
(6/30/2006)
(6/5/2008)
(5/8/2012)
(7/21/2016)
(11/1/2021)
Exams
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationSeries 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 1
Date: 7/10/1977
Registered Representative ExaminationFINRA
Current Firm
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
Contact information
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 41,501 |
| AUM (Assets Under Management) | $ 11,506,548,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 07/23/2024 | ||
| 07/27/2023 |
Red Flags
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