Daniel
Martinez
Royal Alliance Associates, Inc
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About this Advisor
Daniel Martinez is a financial advisor operating in Jersey City, New Jersey with a total of 4 years of relevant experience. Martinez is on the advisory team at Royal Alliance Associates, Inc. Their career trajectory has included roles at Jpmorgan Chase Bank, Chase Investment Services Corp, J.P. Morgan Securities LLC, Wellsfargo Na, Pmac Lending Services, Tz Insurance, Td Bank Na, T Rowe Price and Royal Alliance. Martinez holds Series 66 and Series 63 licenses, qualifying them as a securities agent, and is able to serve investors in Florida. Royal Alliance Associates, Inc is a financial advisory business that has its headquarters in Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 employees. It has $30 billion in assets under management across its 149,233 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 191 charities and foundations. Of its 149,233 customer accounts, just 11% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on the services provided. Fees billed by Royal Alliance Associates, Inc likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
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
- Educational seminars/workshops
Daniel Martinez Work History
Daniel has been registered as a financial advisor for 4 years.*
Royal Alliance
T Rowe Price
Pmac Lending Services
Tz Insurance
Td Bank Na
Wellsfargo Na
Jpmorgan Chase Bank
Chase Investment Services Corp
J.P. Morgan Securities LLC
*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 Daniel Martinez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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