Samantha Angelina Martinez

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 06/2017 → 03/2021
  T. Rowe Price
  Colorado Springs, CO
• 08/2016 → 05/2017
  C.B. & Potts Restaurant And Taproom
  Colorado Springs, CO
• 10/2011 → 08/2019
  El Padrino Mexicano Restaurant
  Colorado Springs, CO
• 03/2021 → Present
  Charles Schwab & Co., Inc.
  Westminster, CO
• 03/2021 → Present
  Schwab Wealth Advisory, Inc.
  Westminster, CO

Previous Registrations

• 2019-07-12 → 2021-03-15
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-11
• S63 Uniform Securities Agent State Law Examination
  2017-09-11

Other Names

• Sam Abbarno
• Samantha A. Abbarno
• Samantha Angelina Martinez
• Sam Martinez
• Samantha Angelina Abbarno