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Kevin Edward Martinez

Scout Wealth Advisors LLC

Pasadena, CA

CRD 8236642

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Employer firm

Scout Wealth Advisors LLC CRD 338629

12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Scout Wealth Advisors Llc

16 N Marengo Ave Suite 303, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2026-07-01
  • CA RA
    APPROVED_RES
    Since 2026-07-01

Branch Locations

16 N Marengo Ave Suite 303, Pasadena, CA 91101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scout Financial Pasadena CA 09/2024 Present
First Citizens Bank Beverly Hills CA 09/2023 09/2024
City National Bank Pasadena CA 11/2021 09/2023
Bank Of America Encino CA 01/2009 11/2021
  • 09/2024 → Present
    Scout Financial
    Pasadena, CA
  • 09/2023 → 09/2024
    First Citizens Bank
    Beverly Hills, CA
  • 11/2021 → 09/2023
    City National Bank
    Pasadena, CA
  • 01/2009 → 11/2021
    Bank Of America
    Encino, CA

View on SEC IAPD

Nearby Firms

CMR CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGY ASSET MANAGERS L.L.C.

Nearby Investors

CHRISTOPHER LEU
JAY EDWIN LOMETILLO
Salvador Rodriguez

Nearby Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA

More in Pasadena, CA

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