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Martin Daniel Standish

Martin D. Standish

TOWNELEY CAPITAL MANAGEMENT
Laguna Hills, CA 92653
Some features on this profile are disabled
CRD#: 2140841
Martin Daniel Standish

Professional summary

Martin Daniel Standish, CFP®, who also goes by Martin Standish, is a registered financial advisor currently at TOWNELEY CAPITAL MANAGEMENT, INC. located in Laguna Hills, California.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Martin has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 2 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Martin Standish

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 Daniel Standish'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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

March 27, 2019 - Present

TOWNELEY CAPITAL MANAGEMENT, INC.

Office #1: 23197 La Cadena Drive Suite 103, Laguna Hills, CA 92653
RIA
CRD#: 169863
Laguna Hills, CA
Past

March 29, 2018 - March 11, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
HUNTINGTON BEACH, CA
Past

March 29, 2018 - March 11, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
HUNTINGTON BEACH, CA
Past

January 29, 2015 - October 18, 2016

COMERICA SECURITIES

RIA
CRD#: 17079
COSTA MESA, CA
Past

January 29, 2015 - October 18, 2016

COMERICA SECURITIES

BD
CRD#: 17079
COSTA MESA, CA
Past

January 13, 2014 - August 26, 2014

MORGAN STANLEY

RIA
CRD#: 149777
NEWPORT BEACH, CA
Past

January 10, 2014 - August 26, 2014

MORGAN STANLEY

BD
CRD#: 149777
NEWPORT BEACH, CA
Past

May 13, 2011 - January 6, 2014

NEW ENGLAND SECURITIES

RIA
CRD#: 615
NEWPORT BEACH, CA
Past

March 9, 2011 - January 6, 2014

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEWPORT BEACH, CA

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".
TC
TOWNELEY CAPITAL MANAGEMENT, INC.
TOWNELEY CAPITAL MANAGEMENT, INC. | TOWNELEY INVESTMENT MANAGEMENT, INC.

CRD#: 169863 / SEC#: 801-78957

RIA
Registered Investment Advisory firm - (12/19/2013 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
California
(3/27/2019)
IAR
Texas
(7/21/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/24/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/8/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 2
Date: 4/10/1991
Non-Member General Securities Examination

Current Firm

TC
TOWNELEY CAPITAL MANAGEMENT, INC.
TOWNELEY CAPITAL MANAGEMENT, INC. | TOWNELEY INVESTMENT MANAGEMENT, INC.

CRD#: 169863 / SEC#: 801-78957

RIA
Registered Investment Advisory firm - (12/19/2013 Approved)
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Contact information

Main Address
23197 La Cadena Drive Suite 103, Laguna Hills, CA 92653
Mailing Address
Phone number
(949) 837-3580
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (12 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

TOWNELEY CAPITAL MANAGEMENT, INC. DISCLOSURE BROCHURE (4/28/2025)

Regulatory assets under management

Total Number of Accounts423
AUM (Assets Under Management)$ 1,024,211,665

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

TOWNELEY CAPITAL MANAGEMENT, INC.

CRD#: 169863Laguna Hills, CA 92653

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