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Angel Luis Martinez

Veridian Capital Partners

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About Angel Luis Martinez

Angel Martinez is a registered investment advisor representative with Veridian Capital Partners. Angel has been in the financial services industry since June 2012. Angel has Series 63 and Series 65 licenses and holds registrations in Maryland. Angel's previous roles include positions at Wells Fargo Advisors, Wells Fargo Bank NA, Wells Fargo Clearing Services, LLC, New York Life Insurance Co, NYLIFE Securities LLC, PNC Bank, PNC Investments. Angel is also an Ebay Reseller and the owner of Guardian Refunds Org. Angel specializes in working with individuals and businesses. Veridian Capital Partners is a registered investment advisor firm headquartered in Frederick, MD. The firm provides financial planning and portfolio management services to individuals, families and businesses.

Firm Information

Angel Martinez is currently registered with Veridian Capital Partners. Veridian Capital Partners is an investment advisor headquartered in Frederick, MD. They manage approximately $389.5 million in assets for individuals, corporations, and charitable organizations. Veridian Capital Partners provides financial planning and portfolio management services.
Veridian Capital Partners

7101 GUILFORD DRIVE,

FREDERICK, MD 21704

$389.50M

Assets Under Management

68

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angel Martinez’s Registration & Firm History

MD

12/17/2024 - Present

Veridian Capital Partners (FREDERICK MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Angel Luis Martinez.
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