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Martin C. Blount

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CRD#: 1648160
MB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Martin Conrad Blount, who also goes by Martin C Blount, was a registered financial professional .

Martin is a previously registered financial professional and started their career in finance in 1987. Martin had worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Martin C Blount

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 27, 2015 - May 5, 2016

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
ANNAPOLIS, MD
Past

October 3, 2012 - November 4, 2013

CALTON & ASSOCIATES, INC.

BD
CRD#: 20999
WASHINGTON, DC
Past

August 11, 2011 - September 24, 2012

KALOS CAPITAL, INC.

BD
CRD#: 44337
WASHINGTON, DC
Past

January 7, 2011 - July 25, 2011

FSC SECURITIES CORPORATION

BD
CRD#: 7461
WASHINGTON, DC
Past

March 24, 2009 - December 31, 2009

PACIFIC WEST SECURITIES, INC.

BD
CRD#: 6390
WASHINGTON, DC
Past

April 15, 2008 - December 24, 2008

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
WASHINGTON, DC
Past

August 1, 2003 - April 7, 2008

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
WASHINGTON, DC
Past

May 30, 2001 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY
Past

January 11, 1999 - May 29, 2001

DOMINARI SECURITIES LLC

BD
CRD#: 18975
NEW YORK, NY
Past

January 24, 1997 - December 30, 1998

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

November 13, 1995 - January 16, 1997

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

January 5, 1993 - November 22, 1995

WORLD INVEST CORPORATION

BD
CRD#: 17223
DEERFIELD BEACH, FL
Past

August 1, 1989 - December 31, 1989

GLOBAL INVESTOR SECURITIES, INC.

BD
CRD#: 7514
Past

February 9, 1989 - November 16, 1994

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

March 17, 1988 - May 20, 1988

THE CHAPMAN CO.

BD
CRD#: 19178
Past

August 7, 1987 - March 23, 1988

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/26/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AW
ARETE WEALTH MANAGEMENT, LLC
ARETE WEALTH MANAGEMENT, LLC | KEYSTONE SECURITIES, LLC. | KEYSTONE SECURITIES, LLC | KEYSTONE INVESTMENT ADVISORS, LLC

CRD#: 44856 / SEC#: , 8-50854

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Mailing Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Phone number
(312) 940-3684
Established
Illinois since 01/20/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ARETE WEALTH INCDIRECT OWNER
BULLA, CHRISTIAN ALEXANDERMUNICIPAL SECURITIES PRINCIPAL7067640
CHUNG, UNBOCHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER6208569
HOCK, DAVID CARLCHIEF FINANCIAL OFFICER / FINANCIAL & OPERATIONS PRINCIPAL (FINOP)2246268
RAYNER, MICAH HARDINGREGISTERED OPTIONS PRINCIPAL6252596
ROGERS, JOSHUA DEANCHIEF EXECUTIVE OFFICER3163818

Disclosures


Regulatory Event2
Civil Event1
Arbitration3

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


ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

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