Peter
Martinez
Deutsche Bank Securities Inc
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About this Advisor
Peter Martinez is a financial advisor who works in Los Angeles, California, with a total of 5 years of industry experience. Martinez currently works for Deutsche Bank Securities Inc. The advisor has gained experience at Citigroup: Citi Private Bank, Deustche Bank Securities, Inc and Deutsche Bank National Trust Co. Martinez has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Deutsche Bank Securities Inc is a registered investment firm that has its headquarters in New York, NY. It has a total of 1,585 employees. It handles $21 million in assets under management between its 15 accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 15 client accounts, 47% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Deutsche Bank Securities Inc offers a broad range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and security rating services. A financial advisor's fees vary depending on which services the firm provides the client. Fee types billed by Deutsche Bank Securities Inc most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Deutsche Bank Securities Inc Brokerage Details
$21,348,952
1,585
15
$1,423,263
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
Peter Martinez Work History
Peter has been registered as a financial advisor for 5 years.*
Deustche Bank Securities, Inc
Deutsche Bank National Trust Co
Citigroup: Citi Private Bank
Citigroup: Citi Private Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Martinez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Deutsche Bank Securities Inc
New York, NY
Jacksonville, FL
New York, NY
Los Angeles, CA
New York, NY
Jacksonville, FL
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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