Kathryn
Martinez
Shaker Financial Services
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About this Advisor
Kathryn Martinez is a financial advisor operating in Annapolis, Maryland who has 9 years of industry experience. Martinez is on the advisory team at Shaker Financial Services. Over the course of their career, Martinez has held roles at Shaker Financial Services and Avenues: The World School. Martinez has a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Virginia. Shaker Financial Services is a registered investment business that has its headquarters in Annapolis, MD. It has offices in two locations and a total of eight advisors. It has $208 million in assets under management among its 632 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 632 client accounts, 24% are associated with high-net-worth investors who have at least $1 million in investable assets. The company provides portfolio management for individuals and small businesses. Fees for financial management typically are based on which service is provided. However, fees charged by Shaker Financial Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shaker Financial Services Brokerage Details
$207,583,087
8
632
$328,454
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Kathryn Martinez Work History
Kathryn has been registered as a financial advisor for 9 years.*
Shaker Financial Services
Avenues: The World School
*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 Kathryn 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 Shaker Financial Services
Annapolis, MD
Sewell, NJ
Annapolis, MD
Annapolis, MD
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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