Martin M. Lysaght

BEY-DOUGLAS INVESTMENT COUNSEL

MARIETTA, GA 30067

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CRD#: 1369304

Professional summary

Martin Michael Lysaght, who also goes by Martin M Lysaght, is a registered financial advisor currently at BEY-DOUGLAS, LLC INVESTMENT COUNSEL located in Marietta, Georgia.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Martin has worked at 11 firms and has passed the Series 65, Series 63, Series 5, Series 15 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Martin M Lysaght

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Michael Lysaght's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 20, 2012 - Present

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

Office #1: 1640 Powers Ferry Road Building 22, Suite 200, Marietta, GA 30067

RIA

CRD#: 108856

MARIETTA, GA

Past

May 16, 2011 - December 12, 2012

SUMMIT WEALTH MANAGEMENT, INC

RIA

CRD#: 105714

ATLANTA, GA

Past

March 4, 2008 - November 26, 2008

LANDMARK INVESTMENT GROUP, INC

CRD#: 44602

SECAUCUS, NJ

Past

February 13, 2004 - December 31, 2007

LANDMARK CAPITAL MANAGEMENT, INC

RIA

CRD#: 129273

MARIETTA, GA

Past

January 2, 2003 - April 17, 2006

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

Past

February 5, 2002 - January 7, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

October 31, 2000 - March 6, 2002

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

September 8, 1999 - August 8, 2000

NATWEST MARKETS SECURITIES INC.

CRD#: 11707

STAMFORD, CT

Past

May 19, 1997 - July 22, 1999

ABN AMRO INCORPORATED

CRD#: 15776

STAMFORD, CT

Past

November 3, 1992 - December 4, 1996

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

February 19, 1986 - November 13, 1992

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

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".

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

BEY DOUGLAS LLC INVESTMENT COUNSEL | BEY-DOUGLAS, LLC INVESTMENT COUNSEL | BEY-DOUGLAS, LLC

CRD#: 108856 / SEC#: 801-126175

RIA

Registered Investment Advisory firm - (7/22/2022 Approved)

Connecticut

Registered Investment Advisory firm - (7/28/2022 Terminated)

Georgia

Registered Investment Advisory firm - (7/26/2022 Terminated)

Texas

Registered Investment Advisory firm - (7/25/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Georgia
(11/20/2012)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/11/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/4/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 5

Date: 8/20/1986

Interest Rate Options Examination

General Industry/Product Exam

Series 15

Date: 3/10/1986

Foreign Currency Options Examination

General Industry/Product Exam

Series 7

Date: 2/15/1986

General Securities Representative Examination

Current Firm

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

BEY DOUGLAS LLC INVESTMENT COUNSEL | BEY-DOUGLAS, LLC INVESTMENT COUNSEL | BEY-DOUGLAS, LLC

CRD#: 108856 / SEC#: 801-126175

RIA

Registered Investment Advisory firm - (7/22/2022 Approved)

Connecticut

Registered Investment Advisory firm - (7/28/2022 Terminated)

Georgia

Registered Investment Advisory firm - (7/26/2022 Terminated)

Texas

Registered Investment Advisory firm - (7/25/2022 Terminated)

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Contact information

Main Address

1640 Powers Ferry Rd. Bldg 22-200, Marietta, GA 30067

Mailing Address

Phone number

(770) 858-0001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEY-DOUGLAS WRAP PROGRAM BROCHURE (3/28/2025)

BEY-DOUGLAS ADV BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	374
AUM (Assets Under Management)	$ 154,800,000

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.

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Advisor Monitoring

Firm Stability Insights

Martin M. Lysaght

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Michael Lysaght's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT WEALTH MANAGEMENT, INC

LANDMARK INVESTMENT GROUP, INC

LANDMARK CAPITAL MANAGEMENT, INC

TRIAD ADVISORS LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

SECURITIES AMERICA, INC.

NATWEST MARKETS SECURITIES INC.

ABN AMRO INCORPORATED

PRUDENTIAL EQUITY GROUP, LLC

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

State Registrations and Notice Filings

Exams

Series 65

Date: 5/11/2011

Series 63

Date: 2/4/1986

Series 5

Date: 8/20/1986

Series 15

Date: 3/10/1986

Series 7

Date: 2/15/1986

Current Firm

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

TRUST BUT VERIFY

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