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RM

Raymond N. Martin

CRESCENT HILL PARTNERS LLC
Saratoga Springs, NY 12866
Some features on this profile are disabled
CRD#: 1876256
RM

Professional summary

Raymond Nmn Martin, who also goes by Raymond Martin, is a registered financial advisor currently at CRESCENT HILL PARTNERS LLC located in Saratoga Springs, New York.

Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Raymond has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Raymond Martin

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 Raymond Nmn Martin'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

October 5, 2021 - Present

CRESCENT HILL PARTNERS LLC

Office #1: 40 Long Alley, Saratoga Springs, NY 12866
RIA
CRD#: 166276
Saratoga Springs, NY
Past

September 24, 2018 - November 8, 2018

CRESCENT HILL PARTNERS LLC

RIA
CRD#: 166276
SARATOGA SPRINGS, NY
Past

January 1, 2001 - April 23, 2010

VOYA RETIREMENT ADVISORS, LLC

RIA
CRD#: 3989
QUINCY, MA
Past

August 2, 2000 - April 23, 2010

VOYA RETIREMENT ADVISORS, LLC

BD
CRD#: 3989
QUINCY, MA
Past

May 23, 2000 - September 19, 2000

CITISTREET EQUITIES LLC

BD
CRD#: 7447
SOMERSET, NJ
Past

January 1, 1998 - May 22, 2000

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 30107
BOSTON, MA
Past

December 9, 1994 - June 30, 1997

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
COHOES, NY
Past

August 9, 1993 - December 9, 1994

MERCER ALLIED CORPORATION

BD
CRD#: 7829
ALBANY, NY
Past

November 19, 1989 - August 4, 1993

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

May 10, 1989 - July 16, 1990

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

September 20, 1988 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403

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".
CH
CRESCENT HILL PARTNERS LLC
CRESCENT HILL PARTNERS LLC | SAGE HILL PARTNERS, LLC | SAGE HILL PARTNERS LLC

CRD#: 166276 / SEC#: 801-77562

RIA
Registered Investment Advisory firm - (1/29/2013 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.

Highlighted states indicate IAR registrations

IAR
New York
(10/5/2021)
IAR
Texas
(10/5/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/5/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/10/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/1988
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/1/1998
General Securities Principal Examination

Current Firm

CH
CRESCENT HILL PARTNERS LLC
CRESCENT HILL PARTNERS LLC | SAGE HILL PARTNERS, LLC | SAGE HILL PARTNERS LLC

CRD#: 166276 / SEC#: 801-77562

RIA
Registered Investment Advisory firm - (1/29/2013 Approved)
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Contact information

Main Address
40 Long Alley, Saratoga Springs, NY 12866
Mailing Address
Phone number
(866) 744-3705
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (10 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

ADV FORM 2A (9/30/2025)

Regulatory assets under management

Total Number of Accounts348
AUM (Assets Under Management)$ 263,861,041

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

CRESCENT HILL PARTNERS LLC

CRD#: 166276Saratoga Springs, NY 12866

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