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Joel Martinez

CG Compass (usa) LLC

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About Joel Martinez

Joel Martinez is a financial professional with over 20 years of experience in the industry. Joel is currently registered with CG Compass (USA) LLC, and has a diverse background working with firms like Blackrock Investments, LLC and Standard Chartered Securities (North America) Inc. Joel is also a licensed investment advisor in multiple states.

Firm Information

Joel Martinez is currently registered with CG Compass (usa) LLC. CG Compass (usa) LLC is a Limited Liability Company formed in October 2003 and is registered with the SEC and in 18 states.

Not reported

Assets Under Management

Not reported

Total Clients

2

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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Joel Martinez’s Registration & Firm History

FL

09/29/2023 - Present

CG Compass (usa) LLC (Miami FL)

FL

09/27/2010 - 01/17/2023

BLACKROCK INVESTMENTS, LLC (MIAMI FL)

NY

08/08/2007 - 05/11/2009

STANDARD CHARTERED SECURITIES (NORTH AMERICA) INC. (NEW YORK NY)

CT

08/15/2003 - 01/06/2006

ABN AMRO INCORPORATED (STAMFORD CT)

NY

10/23/2000 - 02/08/2002

DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)

NY

09/04/1997 - 09/10/1999

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/25/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Martinez.
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