Cuauhtemoc Ambriz Martinez

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2021 → Present
  Wells Fargo Clearing Services, Llc
  Carmel, CA
• 10/2010 → Present
  Wells Fargo Bank, Na
  Carmel, CA

Other Businesses

RENTAL PROPERTY, INVT RELATED, WATSONVILLE, CA, 100% OWNERSHIP, START DATE 5/27/2021, 4 HRS PER MONTH, 0 HRS DURING TRADING, PROPERTY MAINTENANCE. RENTAL PROEPRTY; INV. RELATED; SALINAS, CA; 100% OWNERSHIP; START DATE 10/15/2024; 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROEPRTY; INV. RELATED; WATSONVILLE, CA; 100% OWNERSHIP; START DATE 12/15/2021; 1 HR PER MONTH; 0 HRS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-11