Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
9yrs
Gregory Martinez
Financial advisor at Wells Fargo Advisors
Gregory Martinez is a fiduciary financial advisor in Houston, Texas, with 9 years in the industry. After three years at Merrill, Gregory joined Wells Fargo Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office4906 San Felipe St, Houston, TX 77056
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2021 – 2024MerrillPreviously
Contact Gregory
Local office(713) 871-9967Ask for Gregory. (314) 875-3000Main office · St. Louis, MO 4906 San Felipe StHouston, TX 77056Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gregory
How do I contact Gregory?
Call Gregory’s local office at (713) 871-9967 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Gregory Martinez.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Gregory hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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