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Isaac Manuel valentin Martinez

Crowdstreet Capital LLC

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About Isaac Manuel valentin Martinez

Isaac Martinez is a registered representative with Crowdstreet Capital LLC in Austin, Texas. Isaac has been in the securities industry for less than a year. Isaac holds the Series 7TO, Series 63 and SIE licenses and is registered in Oregon and Texas.

Firm Information

Isaac Martinez is currently registered with Crowdstreet Capital LLC. Crowdstreet Capital LLC is a Limited Liability Company formed in April 2018 and is registered in all 50 states and the District of Columbia. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

28

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.

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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Isaac Martinez’s Registration & Firm History

TX

06/02/2023 - Present

Crowdstreet Capital LLC (AUSTIN TX)

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Licenses & Designations

BC

Issued 06/26/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isaac Manuel valentin Martinez.
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