Investment adviser representative · Greater Financial
Carolina A. Martinez
CRD 7267625 · Sarasota, FL
At a glance
Carolina A. Martinez is an investment adviser representative with Greater Financial in Sarasota, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carolina’s SEC record dates to 2020, about 5 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Greater FinancialSince August 2026Sarasota, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2020 (5 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Carolina’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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