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ML

Martin M. Lysaght

MAGELLAN PLANNING GROUP
ATLANTA, GA 30319
Some features on this profile are disabled
CRD#: 1369304
ML

Professional summary

Martin Michael Lysaght, who also goes by Martin M Lysaght, Martin Lysaght, is a registered financial advisor currently at MAGELLAN PLANNING GROUP located in Atlanta, Georgia.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Martin has worked at 12 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 | Martin 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

January 12, 2026 - Present

MAGELLAN PLANNING GROUP

Office #1: 4170 Ashford Dunwoody Rd. Suite 480, Atlanta, GA 30319
RIA
CRD#: 338739
ATLANTA, GA
Past

November 20, 2012 - January 7, 2026

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

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

BD
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

BD
CRD#: 25803
ATLANTA, GA
Past

February 5, 2002 - January 7, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

October 31, 2000 - March 6, 2002

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

September 8, 1999 - August 8, 2000

NATWEST MARKETS SECURITIES INC.

BD
CRD#: 11707
STAMFORD, CT
Past

May 19, 1997 - July 22, 1999

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

November 3, 1992 - December 4, 1996

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

February 19, 1986 - November 13, 1992

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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
(1/12/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/11/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/4/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 5
Date: 8/20/1986
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 15
Date: 3/10/1986
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 7
Date: 2/15/1986
General Securities Representative Examination

Current Firm

MP
MAGELLAN PLANNING GROUP
MAGELLAN PLANNING GROUP | MAGELLAN PLANNING GROUP, INC.

CRD#: 338739 / SEC#: 801-134622

RIA
Registered Investment Advisory firm - (1/5/2026 120-Day Approval)
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Contact information

Main Address
4170 Ashford Dunwoody Rd. Suite 480, Atlanta, GA 30319
Mailing Address
Phone number
(404) 257-8811
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MAGELLAN PLANNING GROUP BROCHURE (1/2/2026)
0

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

MAGELLAN PLANNING GROUP

CRD#: 338739Atlanta, GA 30319

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