Martin David Saltzman
Professional Summary
Martin David Saltzman is a registered financial advisor currently at FORTITUDE ADVISORY GROUP L.L.C. located in Toms River, New Jersey and LEIGH BALDWIN & CO., LLC located in Toms River, New Jersey. Martin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Martin has worked at 8 firms and has passed the Series 66, Series 63, Series 57TO, Series 99TO, SIE, Series 55, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
AFM INVESTMENTS | WEITZ FINANCIAL | WEALTH INNOVATIONS | VALDA PARTNERS | SUMNER WEITZ PRIVATE CLIENT GROUP | SUMMITALLIANCE ADVISORS, L.L.C. | SOUND WEALTH PARTNERS | SIG FIDUCIARY MANAGEMENT | SIG ADVISORS, L.L.C. | RIDDICK & COMPANY ENTREPRENEURIAL FINANCE | PROACTIVE PLANNING PARTNERS (P3) | ONE WEALTH MANAGEMENT | JORDAN A. LINN ADVISORY SERVICES | JL ADVISORY SERVICES | FORTITUDE ADVISORY GROUP L.L.C. | FARR FINANCIAL | CONCENTIO CAPITAL | CK FINANCIAL SERVICES | ARGENTUS PARTNERS, LLC | ARGENTUS ADVISORS, LLC (DBA: SOUND WEALTH PARTNERS) | ARGENTUS ADVISORS, LLC | ARGENTUS | APERTURE ADVISORS
Contact Information
Main Address
7195 Wagner Way Suite 104, Gig Harbor, WA 98335Phone Number
(253) 470-4977# of Employees
15SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,354AUM (Assets Under Management)
$467,549,690Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
AFM INVESTMENTS | WEITZ FINANCIAL | WEALTH INNOVATIONS | VALDA PARTNERS | SUMNER WEITZ PRIVATE CLIENT GROUP | SUMMITALLIANCE ADVISORS, L.L.C. | SOUND WEALTH PARTNERS | SIG FIDUCIARY MANAGEMENT | SIG ADVISORS, L.L.C. | RIDDICK & COMPANY ENTREPRENEURIAL FINANCE | PROACTIVE PLANNING PARTNERS (P3) | ONE WEALTH MANAGEMENT | JORDAN A. LINN ADVISORY SERVICES | JL ADVISORY SERVICES | FORTITUDE ADVISORY GROUP L.L.C. | FARR FINANCIAL | CONCENTIO CAPITAL | CK FINANCIAL SERVICES | ARGENTUS PARTNERS, LLC | ARGENTUS ADVISORS, LLC (DBA: SOUND WEALTH PARTNERS) | ARGENTUS ADVISORS, LLC | ARGENTUS | APERTURE ADVISORS
State Registrations and Notice Filings
(2/28/2006)
(2/28/2006)
(2/28/2006)
(1/18/2022)
(2/28/2006)
(1/2/2008)
(2/28/2006)
(2/28/2006)
(9/28/2026)
(2/28/2006)
(2/28/2006)
(2/25/2020)
(5/27/2025)
(4/18/2006)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Apr 2000SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Martin David Saltzman's CRS (Customer Relationship Summary).
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