Bernadine Sanchez has been an investment adviser representative at Madrid Wealth Management since January 2025, and is not listed among the firm’s executive officers or direct owners. Bernadine Sanchez holds a Bachelor's degree in Business Administration, with dual concentrations in Accounting and Finance from the University of New Mexico's Anderson School of Management.
Madrid Wealth Management, LLC is an Albuquerque, NM firm with $212M under management, 128 clients and 4 advisers across 2 offices, as of its July 2026 filing.
Bernadine Sanchez is Senior Client Service Associate of Madrid Wealth Management, based in Albuquerque, New Mexico. She has 18+ years of experience in the wealth, finance and accounting industries. During a nine-year tenure at a large Registered Investment Adviser (RIA), she managed daily operations for six of those years.
Bernadine Sanchez’s longest registration was 7 years at Redw Wealth LLC (2016–2024). Before joining Madrid Wealth Management in 2025, Bernadine Sanchez was registered through Compound Planning and Redw Wealth LLC.
- Madrid Wealth ManagementCurrent– present · 1 yearAlbuquerque, NM · Adviser representative · Firm CRD 333331
- Compound Planning– · under a yearAlbuquerque, NM · Adviser representative · Firm CRD 171787
- Redw Wealth LLC– · 7 yearsAlbuquerque, NM · Adviser representative · Firm CRD 109446
Professional designations
Listed by Madrid Wealth Management
- Accredited Investment Fiduciary (AIF)
Investment adviser representative registrations
Bernadine Sanchez is registered as an investment adviser representative in New Mexico, since January 2025.
- New MexicoSince 10 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 November 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Bernadine Marie Sanchez
- CRD
- 6723736
- Firm
- Madrid Wealth Management · CRD 333331
- Office
- 9400 HOLLY AVE NE, BLDG 4, Albuquerque, NM 87122
- Registration
- Investment adviser registration
- In the industry since
- July 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- madridwm.com
Where does Bernadine Sanchez work?
Bernadine Sanchez is an investment adviser representative registered through Madrid Wealth Management, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Bernadine Sanchez a financial advisor?
Yes. Bernadine Sanchez has a current investment-adviser registration in New Mexico, through Madrid Wealth Management since January 2025.
How many years of experience does Bernadine Sanchez have?
Bernadine Sanchez has 9 years in the financial industry, since July 2017, across 3 adviser firms.
What exams has Bernadine Sanchez passed?
Bernadine Sanchez passed the Series 65 in November 2016.
Where did Bernadine Sanchez work before Madrid Wealth Management?
Before Madrid Wealth Management, Bernadine Sanchez was registered through Compound Planning, November 2024 to January 2025; Redw Wealth LLC, December 2016 to April 2024.
Where is Bernadine Sanchez based?
Bernadine Sanchez’s registered office is in Albuquerque, NM.
Is Bernadine Sanchez registered with FINRA?
No. Bernadine Sanchez has no current broker registration.
How can I verify Bernadine Sanchez’s record?
Search CRD 6723736 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bernadine Sanchez’s full registration record.
- Reese HintonCIO & Wealth Advisor
- Paul MadridCEO, CCO, Trustee of Paul & Jessica Madrid Trust
- Jessica MadridTrustee of Paul & Jessica Madrid Trust