Eduardo Esteban Martinez

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 05/2020 → 08/2024
  Triad Advisors
  Norcross, GA
• 09/2019 → 04/2020
  Unemployed
  Houston, TX
• 09/2018 → 08/2019
  Asset Management
  Houston, TX
• 06/2018 → 08/2018
  Student
  Houston, TX
• 05/2017 → 05/2018
  Mosaic Advisors
  Houston, TX
• 08/2011 → 04/2017
  Stay At Home Parent
  Houston, TX
• 05/2021 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Houston, TX

Other Businesses

1)Robare & Jones Wealth Management;investment related;Two Chasewood,20405 State Highway 249,Suite 350,Houston,TX 77407;wealth management;advisory associate;5/2020;180 hrs/month;6.5 hrs during trading;assisting the financial advisors

Exams

• S66 Uniform Combined State Law Examination
  2021-05-12

Other Names

• Eddie Martinez