Ana Regina Martinez

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 05/2011 → 09/2019
  Student
  Miami, FL
• 09/2019 → 06/2021
  Vector Marketing
  Walnut Creek, CA
• 02/2021 → 08/2021
  Seaspice Brasserie And Lounge
  Miami, FL
• 01/2021 → 10/2022
  Havana Restaurant
  Walnut Creek, CA
• 08/2022 → 07/2023
  Sideboard Lafayette
  Lafayette, CA
• 04/2023 → 09/2023
  Austin Nichols
  Walnut Creek, CA
• 01/2023 → 02/2023
  Northwestern Mutual Life Insurance Company
  Walnut Creek, CA
• 09/2023 → 01/2026
  Northwestern Mutual Investment Services Llc
  Walnut Creek, CA
• 02/2026 → Present
  Fisher Investments
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-11
• S63 Uniform Securities Agent State Law Examination
  2024-10-26

Other Names

• Ana Regina Martinez
• Ana Regina Martinez
• Anaregina Martinez
• Ana Regina Martinez