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Martin Michael Lysaght

MAGELLAN PLANNING GROUP
ATLANTA, GA
·CRD# 1369304·40 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Martin M Lysaght, Martin Lysaght

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

40 years in the financial services industry

Current & Past Employments

MAGELLAN PLANNING GROUP·CRD# 338739
RIA
4170 Ashford Dunwoody Rd. Suite 480, Atlanta, GA 30319
January 12, 2026 - Present
BEY-DOUGLAS, LLC INVESTMENT COUNSEL·CRD# 108856
RIA
Marietta, GA
November 20, 2012 - January 7, 2026
SUMMIT WEALTH MANAGEMENT, INC·CRD# 105714
RIA
Atlanta, GA
May 16, 2011 - December 12, 2012
LANDMARK INVESTMENT GROUP, INC·CRD# 44602
BD
Secaucus, NJ
March 4, 2008 - November 26, 2008
LANDMARK CAPITAL MANAGEMENT, INC·CRD# 129273
RIA
Marietta, GA
February 13, 2004 - December 31, 2007
TRIAD ADVISORS LLC·CRD# 25803
BD
Atlanta, GA
January 2, 2003 - April 17, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
St. Petersburg, FL
February 5, 2002 - January 7, 2003
SECURITIES AMERICA, INC.·CRD# 10205
BD
Lavista, NE
October 31, 2000 - March 6, 2002
NATWEST MARKETS SECURITIES INC.·CRD# 11707
BD
Stamford, CT
September 8, 1999 - August 8, 2000
ABN AMRO INCORPORATED·CRD# 15776
BD
Stamford, CT
May 19, 1997 - July 22, 1999
PRUDENTIAL EQUITY GROUP, LLC·CRD# 7471
BD
New York, NY
November 3, 1992 - December 4, 1996
LEHMAN BROTHERS INC.·CRD# 7506
BD
New York, NY
February 19, 1986 - November 13, 1992

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Current Firm

MP
MAGELLAN PLANNING GROUP

MAGELLAN PLANNING GROUP | MAGELLAN PLANNING GROUP, INC.

CRD#: 338739 / SEC#: 801-134622
RIA
Registered Investment Advisory firm - SEC (1/5/2026 Approved)

Contact Information

Main Address

4170 Ashford Dunwoody Rd. Suite 480, Atlanta, GA 30319

Phone Number

(404) 257-8811

# of Employees

3

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MAGELLAN PLANNING GROUP BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

420

AUM (Assets Under Management)

$209,983,000

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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.

The advisor shows no other business activity.

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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".
MP
MAGELLAN PLANNING GROUP

MAGELLAN PLANNING GROUP | MAGELLAN PLANNING GROUP, INC.

CRD#: 338739 / SEC#: 801-134622
RIA
Registered Investment Advisory firm - SEC (1/5/2026 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.
IAR
Georgia
(1/12/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2011About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1986About the Series 63 exam

Series 5 — Interest Rate Options Examination

Passed Aug 1986

Series 15 — Foreign Currency Options Examination

Passed Mar 1986

Series 7 — General Securities Representative Examination

Passed Feb 1986About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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