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Cynthia Silva Martin

Charles Schwab & CO., Inc.

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About Cynthia Silva Martin

Cynthia Martin is a financial advisor with Charles Schwab & Co., Inc. Cynthia has been in the financial services industry since 1999 and has experience working with several firms, including USAA Financial Advisors, Inc., Ameritas Investment Corp., AIG Financial Advisors, Inc., and Edward Jones. Cynthia specializes in providing financial planning and investment advice to individuals.

Firm Information

Cynthia Martin is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Cynthia Martin’s Registration & Firm History

TX

05/23/2020 - Present

Charles Schwab & CO., Inc. (Westlake TX)

TX

11/18/2011 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (ADDISON TX)

TX

04/16/2007 - 11/08/2011

AMERITAS INVESTMENT CORP. (BARTONVILLE TX)

VA

10/31/2005 - 11/24/2006

AIG FINANCIAL ADVISORS, INC. (HOT SPRINGS VA)

AZ

09/29/2005 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

TX

05/05/2004 - 04/29/2005

INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)

MO

08/25/1999 - 04/28/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 12/06/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/26/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Cynthia Silva Martin. Review regulatory record here.
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