MS
Martin D. Saltzman
FORTITUDE ADVISORY GROUP L.L.C.
Toms River, NJ 08753
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CRD#: 1131052
MS
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 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
FIXED INSURANCE- TERM, WHOLE, LTC, HEALTH; MINIMAL HOURS SPENT PER YEAR ON BUSINESS; NON INVESTMENT RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view Martin David Saltzman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 2, 2008 - Present
FORTITUDE ADVISORY GROUP L.L.C.
Office #1: 81 East Water Street Suite 1b, Toms River, NJ 08753RIA
CRD#: 116083
Toms River, NJ
Current
February 28, 2006 - Present
LEIGH BALDWIN & CO., LLC
Office #1: 1886 Hinds Rd Suite 2, Toms River, NJ 08753RIA
BD
CRD#: 38751
Toms River, NJ
Past
January 4, 2005 - February 28, 2006
AFM INVESTMENTS, INC.
BD
CRD#: 24584
HOWELL, NJ
Past
November 15, 2004 - December 31, 2007
KAREL GORDON INVESTMENT ASSOCIATES INC
RIA
CRD#: 106202
HOWELL, NJ
Past
February 9, 1990 - December 31, 2004
AFM INVESTMENTS, INC.
BD
CRD#: 24584
HOWELL, NJ
Past
July 29, 1988 - March 6, 1990
NETWORK 1 FINANCIAL SECURITIES INC.
BD
CRD#: 13577
RED BANK, NJ
Past
November 18, 1987 - August 4, 1988
FIRST AFFILIATED SECURITIES, INC.
BD
CRD#: 6871
Past
January 18, 1985 - November 20, 1987
MONMOUTH INVESTMENTS, INC.
BD
CRD#: 14047
Past
May 25, 1983 - January 28, 1985
KOBRIN SECURITIES, INC.
BD
CRD#: 10204
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FORTITUDE ADVISORY GROUP L.L.C.
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
CRD#: 116083 / SEC#: 801-60827
RIA
Registered Investment Advisory firm - (1/4/2002 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/28/2006)
RR
Connecticut(2/28/2006)
RR
Florida(2/28/2006)
RR
Kentucky(1/18/2022)
RR
New Jersey(2/28/2006)
IAR
New Jersey(1/2/2008)
RR
New York(2/28/2006)
RR
North Carolina(2/28/2006)
RR
Pennsylvania(2/28/2006)
RR
South Carolina(2/28/2006)
RR
Tennessee(2/25/2020)
RR
Texas(5/27/2025)
RR
Virginia(4/18/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/27/2000
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FA
FORTITUDE ADVISORY GROUP L.L.C.
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
CRD#: 116083 / SEC#: 801-60827
RIA
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Contact information
Main Address
7195 Wagner Way Suite 104, Gig Harbor, WA 98335
Mailing Address
Phone number
(253) 470-4977
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,326 |
| AUM (Assets Under Management) | $ 416,903,117 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FORTITUDE ADVISORY GROUP L.L.C.
CRD#: 116083Toms River, NJ 08753TRUST BUT VERIFY
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