Danielle Doreen Martinez

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → Present
  Associated Investor Services
  Fort Lauderdale, FL
• 08/2015 → 07/2020
  Investacorp Inc
  Miami, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Ft. Lauderdale, FL
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Fort Lauderdale, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Ft. Lauderdale, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Ft. Lauderdale, FL

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Fort Lauderdale, FL
• 2016-09-28 → 2020-07-17
  Investacorp Advisory Services Inc
  Fort Lauderdale, FL
• 2014-03-06 → 2014-10-21
  Investacorp Advisory Services Inc
  Fort Lauderdale, FL
• 2011-06-15 → 2012-09-28
  Raymond James & Associates, Inc.
  Coral Gables, FL
• 2009-09-17 → 2011-06-01
  Raymond James Financial Services Advisors, Inc
  Riverhead, NY

Other Businesses

1) ASSOCIATED INVESTOR SERVICES POSITION: Administrative Only NATURE: Licensed Insurance Sales Support, Administrative Duties only. No solicitation or sales performed. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2012 ADDRESS: 2699 Stirling Rd, A200, Fort Lauderdale FL 33312 DESCRIPTION: Administrative support to Financial Advisors only. No solicitation or sales performed. 2) DBA - Associated Financial Consultants and Investor Services

Exams

• S66 Uniform Combined State Law Examination
  2007-09-17

Other Names

• Danielle D Asta
• Danielle D Asta
• Danielle Doreen Asta
• Danielle D Martinez
• Danielle Martinez