Victor Martinez has been an investment adviser representative at Strategy Asset Managers since January 2024, and is not listed among the firm’s executive officers or direct owners.
Strategy Asset Managers L.L.C. is a Pasadena, CA firm with $930M under management, 633 clients and 10 advisers across 3 offices, as of its June 2026 filing.
Victor Martinez is Director, Senior Wealth Advisor of Strategy Asset Managers. He has over 15 years of experience at Morgan Stanley and Merrill Lynch, where he worked in New York and Southern California and served clients across diverse industries. He holds the Certified Divorce Financial Analyst (CDFA®) designation and works with family attorneys on the financial needs of individuals going through divorce.
Victor Martinez’s longest registration was 6 years at Morgan Stanley (2010–2016). Before joining Strategy Asset Managers in 2024, Victor Martinez was registered through Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 2 yearsPasadena, CA · Adviser representative · Firm CRD 109939
- Morgan Stanley– · 4 yearsEl Segundo, CA · Adviser representative · Firm CRD 149777
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 3 yearsEl Segundo, CA · Adviser representative · Firm CRD 7691
- Morgan Stanley– · 6 yearsLos Angeles, CA · Adviser representative · Firm CRD 149777
Professional designations
Listed by Strategy Asset Managers
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Victor Martinez is registered as an investment adviser representative in California, since January 2024.
- CaliforniaSince 11 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 April 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 March 2010 |
| Series 7 | General Securities Representative Examination | 5 February 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5744392
- Firm
- Strategy Asset Managers · CRD 109939
- Office
- 790 E. COLORADO BLVD, SUITE 200, Pasadena, CA 91101
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strategyassetmanagers.com
Where does Victor Martinez work?
Victor Martinez is an investment adviser representative registered through Strategy Asset Managers L.L.C. since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Victor Martinez a financial advisor?
Yes. Victor Martinez has a current investment-adviser registration in California, through Strategy Asset Managers since January 2024.
How many years of experience does Victor Martinez have?
Victor Martinez has 16 years in the financial industry, since February 2010, across 3 adviser firms.
What exams has Victor Martinez passed?
Victor Martinez has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in February 2010. FINRA credited Victor Martinez with the SIE, which began in October 2018.
Where did Victor Martinez work before Strategy Asset Managers?
Before Strategy Asset Managers, Victor Martinez was registered through Morgan Stanley, November 2019 to January 2024; Merrill Lynch, Pierce, Fenner & Smith Incorporated, April 2016 to November 2019; Morgan Stanley, April 2010 to April 2016.
Where is Victor Martinez based?
Victor Martinez’s registered office is in Pasadena, CA.
Is Victor Martinez registered with FINRA?
No. Victor Martinez has no current broker registration.
How can I verify Victor Martinez’s record?
Search CRD 5744392 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Victor Martinez’s full registration record.