Manuel
Martinez

Gradient Advisors, LLC

CRD#2778458
Investment Advisor
in Salem, OR

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About this Advisor

Manuel Martinez is a financial advisor based out of Salem, Oregon with 1 year of industry experience. Martinez is currently employed by Gradient Advisors, LLC. During their career, the advisor has held roles at Ruggiero Wealth Management, LLC, Assure For Life, Family First Life, Legalshield, Park Avenue Securities LLC, Westpac Wealth Partners Dba For Rr/Iar Activities, Opes One Advisors Dba For Rr/Iar Activities, Mml Investors Services, LLC, Spectrum Financial Group Dba For Rr/Iar Activities, Strategies For Wealth Dba For For Rr/Iar Activities and Gradient Advisors LLC. Martinez holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to serve investors in Oregon and Texas. Gradient Advisors, LLC is a registered investment firm based out of Saint Paul, MN. The investment advisory business has offices in 129 locations and a total of 142 employees. It has $177 million in assets among its 1,434 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,434 customer accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Gradient Advisors, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services are provided. However, fee types charged by Gradient Advisors, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Salem, OR

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Gradient Advisors, LLC Brokerage Details

Total Assets Under Management

$177,102,125

OR Average: $5,289,111,388
Total Number of Employees

142

OR Average: 157
Total Number of Accounts

1,434

OR Average: 8,262
Average Account Size

$123,502

OR Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Manuel Martinez Work History

Manuel has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Gradient Advisors LLC

2020 - Present (4 years)

Family First Life

2015 - Present (9 years)

Legalshield

2021 - 2022 (1 year)

Ruggiero Wealth Management, LLC

2021 - 2022 (1 year)

Assure For Life

2018 - 2020 (2 years)

Park Avenue Securities LLC

2018 - 2020 (2 years)

Westpac Wealth Partners Dba For Rr/Iar Activities

2016 - 2017 (1 year)

Mml Investors Services, LLC

2016 - 2018 (2 years)

Spectrum Financial Group Dba For Rr/Iar Activities

2015 - 2016 (1 year)

Opes One Advisors Dba For Rr/Iar Activities

2012 - 2016 (4 years)

Park Avenue Securities LLC

2010 - 2015 (5 years)

Strategies For Wealth Dba For For Rr/Iar Activities

*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 Manuel 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 Gradient Advisors, LLC

Brian Wolfe
Saint Paul, MN
Robert Cox
Duluth, GA
Ebba Tilahune
Saint Paul, MN
Heather Herring
Kansas City, MO
Daniel Koch
Cedar Rapids, IA
Danielle Byrne
Chesapeake, VA
Michael Fritts
Knoxville, TN
Anthony Cameranesi
Plymouth, MN

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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