Martin Mazorra has been Managing Member of Private Wealth Advisors since September 2006, is a control person of the firm and directly owns 75% or more of it.
Private Wealth Advisors, LLC is a Fresno, CA firm with $451M under management, 898 clients and 2 advisers across 6 offices, as of its March 2026 filing.
Marty Mazorra is Founder & Chief Investment Officer of Private Wealth Advisors. He has been a student of markets and economics throughout a 37-year career, and his experience has led to a number of proprietary indicators used in the firm's portfolio management process.
Martin Mazorra’s longest registration is the current one, 19 years at Private Wealth Advisors since 2007. Before joining Private Wealth Advisors in 2007, Martin Mazorra was registered through Princor Financial Services Corporation.
- Mutual Securities, Inc.– · under a yearFresno, CA · Adviser representative · Firm CRD 13092
- Princor Financial Services Corporation– · 9 yearsFresno, CA · Adviser representative · Firm CRD 1137
Professional designations
Listed by Private Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Martin Mazorra is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2007; the most recent is Texas, in September 2012.
- CaliforniaSince 11 January 2007
- TexasResidentSince 4 September 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 April 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 October 1992 |
| Series 7 | General Securities Representative Examination | 19 August 1989 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 November 1986 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Martin Lee Mazorra
- CRD
- 1586018
- Firm
- Private Wealth Advisors · CRD 141971
- Role
- Managing Member
- Registration
- Investment adviser registration
- In the industry since
- September 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pwa.net
Where does Martin Mazorra work?
Martin Mazorra has been Managing Member of Private Wealth Advisors, LLC since September 2006, and is a control person of the firm.
Is Martin Mazorra a financial advisor?
Yes. Martin Mazorra has a current investment-adviser registration in California and Texas, through Private Wealth Advisors since January 2007.
How many years of experience does Martin Mazorra have?
Martin Mazorra has 28 years in the financial industry, since September 1998, across 3 adviser firms.
What exams has Martin Mazorra passed?
Martin Mazorra has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 65. The earliest, the Series 6, was passed in November 1986.
Is Martin Mazorra registered with FINRA?
No. Martin Mazorra has no current broker registration.
Is Martin Mazorra a CFP?
Private Wealth Advisors lists Martin Mazorra with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Martin Mazorra’s record?
Search CRD 1586018 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martin Mazorra’s full registration record.