Anna Gabriella Martinez

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2016 → 09/2017
  Ameriprise Financial Services, Inc.
  Gold River, CA
• 09/2017 → 12/2018
  Patelco Credit Union
  Sacramento, CA
• 09/2017 → 12/2018
  Cuso Financial Services, L.P.
  San Diego, CA
• 01/2019 → 11/2019
  Kms Financial Services, Inc.
  Seattle, WA
• 11/2019 → 12/2020
  Unemployed
  Granite Bay, CA
• 10/2021 → 01/2024
  Lpl Financial, Llc
  Roseville, CA
• 01/2024 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 01/2024 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 12/2020 → 01/2024
  My Secure Advantage
  Roseville, CA

Previous Registrations

• 2021-10-04 → 2024-01-17
  Lpl Financial Llc
  Roseville, CA
  San Jose, CA
  Roseville, CA
  San Diego, CA
• 2019-01-03 → 2019-10-22
  Kms Financial Services, Inc.
  Auburn, CA
• 2017-09-25 → 2018-12-21
  Cuso Financial Services, L.P.
  Elk Grove, CA
  Sacramento, CA
• 2016-02-08 → 2017-09-28
  Ameriprise Financial Services, Llc
  Gold River, CA
• 2013-08-02 → 2015-12-15
  Wells Fargo Clearing Services, Llc
  Roseville, CA
• 2009-06-01 → 2013-03-04
  Morgan Stanley
  Orinda, CA
• 2008-01-24 → 2009-06-01
  Morgan Stanley & Co. Llc
  Orinda, CA

Exams

• S66 Uniform Combined State Law Examination
  2007-10-12

Other Names

• Anna Gabriella Martinez
• Anna Martinez