Adviser and broker representative · First Trust Advisors LP
Cesar Martinez
CRD 5428598 · Austin, TX
At a glance
Cesar Martinez is an investment adviser representative with First Trust Advisors LP in Austin, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Cesar’s SEC record dates to 2008, about 18 years ago. Cesar is also registered as a broker representative.
Current advisory firm
- First Trust Advisors LPSince September 2018Austin, TX · $309B in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Cesar’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
- 4 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
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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 and FINRA BrokerCheck.