Abraham Martinez
Investment Adviser Representative at Amara Financial, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Abraham Martinez is an investment adviser representative with Amara Financial, LLC in San Francisco, CA, where they have been registered since 2020. They have worked in the securities industry since 2006 and have been registered with 4 firms, including BRIO Financial Group and Ameriprise Financial Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California, Colorado, and Texas.
Registrations & licenses
- Investment adviser:
- California, Colorado, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ameriprise Financial Services, Inc.Oct 2006 – Oct 2017San Francisco, CA
- BRIO Financial GroupOct 2017 – May 2020San Francisco, CA
- Amara Financial, LLCMay 2020 – no end date reportedSan Francisco, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Amara Financial, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Amara Financial offers comprehensive financial planning including investment management, retirement income planning, insurance assessment, strategic tax planning, estate planning review, employee benefits and equity analysis, social security/Medicare planning, and cash flow and net worth optimization. They also consult and work in conjunction with trusted affiliates including CPAs, attorneys, real estate agents, insurance specialists, and lending professionals.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- San Francisco, CA
- SEC file number:
- 801-118722
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 22, 2026
View full firm profileOther advisors at Amara Financial, LLC
2 other advisors in the directory
Similar advisors in San Francisco, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Abraham Martinez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched