MH
Martin J. Herrmann
NOBLEBRIDGE WEALTH
Monroe Township, NJ
Some features on this profile are disabled
CRD#: 2399758
MH
Professional summary
Martin J Herrmann, who also goes by Marty Herrmann, Martin Jeff Herrmann, is a registered financial advisor currently at NOBLEBRIDGE WEALTH located in Monroe Township, New Jersey.
Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Martin has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marty Herrmann | Martin Jeff Herrmann
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 Cash Edge-President, Non-Investment related; Mergers & Acquisitions of advisors; start date: 12/2019; I devote 2-5 hours per month to this business; 0 hours during securities trading hours; I prospect advisors for mergers & acquisitions.
CRS (Client Relationship Summary) - RIA
Click below to view Martin J Herrmann's 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®
NoneExperience
Current
October 9, 2025 - Present
NOBLEBRIDGE WEALTH
RIA
CRD#: 146612
Monroe Township, NJ
Past
December 17, 2021 - December 31, 2022
PARSONEX SECURITIES, INC.
BD
CRD#: 144412
ENGLEWOOD, CO
Past
August 5, 2019 - January 2, 2020
MILLINGTON SECURITIES, INC.
BD
CRD#: 147298
RED BANK, NJ
Past
June 28, 2017 - July 25, 2019
NORTHERN LIGHTS DISTRIBUTORS, LLC
BD
CRD#: 126159
ELKHORN, NE
Past
September 17, 2013 - January 31, 2017
FSC SECURITIES CORPORATION
BD
CRD#: 7461
HIGHTSTOWN, NJ
Past
April 7, 2004 - May 29, 2013
OSAIC WEALTH, INC.
BD
CRD#: 23131
NEW YORK, NY
Past
January 2, 2003 - January 27, 2004
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
June 8, 1999 - November 29, 2001
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
May 13, 1994 - February 24, 1999
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
Past
March 24, 1994 - May 4, 1994
CHATFIELD DEAN & CO., INC.
BD
CRD#: 14714
GREENWOOD VILLAGE, CO
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".
NW
NOBLEBRIDGE WEALTH
19 ADVISOR | WEALTHPOINT INVESTMENT ADVISORS, LLC | NORTHERN VIRGINIA WEALTH MANAGEMENT | NOBLEBRIDGE WEALTH MANAGEMENT, LLC | NOBLEBRIDGE WEALTH & ASSET MANAGEMENT SERVICES | NOBLEBRIDGE WEALTH | LEGACY WEALTH SOLUTIONS | CROSS CREEK WEALTH MANAGEMENT ADVISORS | CROSS CREEK FINANCIAL | CROSS CREEK CAPITAL MANAGEMENT, LLC | CROSS CREEK ASSET MANAGEMENT
CRD#: 146612 / SEC#: 801-126246
RIA
Registered Investment Advisory firm - (7/29/2022 Approved)Connecticut
Registered Investment Advisory firm - (12/23/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (8/2/2022 Terminated)Florida
Registered Investment Advisory firm - (8/2/2022 Terminated)Georgia
Registered Investment Advisory firm - (8/24/2022 Terminated)Maryland
Registered Investment Advisory firm - (9/7/2022 Terminated)New Jersey
Registered Investment Advisory firm - (8/16/2022 Terminated)New York
Registered Investment Advisory firm - (8/2/2022 Terminated)North Carolina
Registered Investment Advisory firm - (8/2/2022 Terminated)Puerto Rico
Registered Investment Advisory firm - (8/2/2022 Terminated)South Carolina
Registered Investment Advisory firm - (8/2/2022 Terminated)Texas
Registered Investment Advisory firm - (8/2/2022 Terminated)Virginia
Registered Investment Advisory firm - (8/2/2022 Terminated)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 Jersey(10/9/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
NW
NOBLEBRIDGE WEALTH
19 ADVISOR | WEALTHPOINT INVESTMENT ADVISORS, LLC | NORTHERN VIRGINIA WEALTH MANAGEMENT | NOBLEBRIDGE WEALTH MANAGEMENT, LLC | NOBLEBRIDGE WEALTH & ASSET MANAGEMENT SERVICES | NOBLEBRIDGE WEALTH | LEGACY WEALTH SOLUTIONS | CROSS CREEK WEALTH MANAGEMENT ADVISORS | CROSS CREEK FINANCIAL | CROSS CREEK CAPITAL MANAGEMENT, LLC | CROSS CREEK ASSET MANAGEMENT
CRD#: 146612 / SEC#: 801-126246
RIA
Registered Investment Advisory firm - (7/29/2022 Approved)Connecticut
Registered Investment Advisory firm - (12/23/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (8/2/2022 Terminated)Florida
Registered Investment Advisory firm - (8/2/2022 Terminated)Georgia
Registered Investment Advisory firm - (8/24/2022 Terminated)Maryland
Registered Investment Advisory firm - (9/7/2022 Terminated)New Jersey
Registered Investment Advisory firm - (8/16/2022 Terminated)New York
Registered Investment Advisory firm - (8/2/2022 Terminated)North Carolina
Registered Investment Advisory firm - (8/2/2022 Terminated)Puerto Rico
Registered Investment Advisory firm - (8/2/2022 Terminated)South Carolina
Registered Investment Advisory firm - (8/2/2022 Terminated)Texas
Registered Investment Advisory firm - (8/2/2022 Terminated)Virginia
Registered Investment Advisory firm - (8/2/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
North Caldwell, NJ
Mailing Address
28 Valley Road, Montclair, NJ 07042
Phone number
+1 (866) 798-0354
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 705 |
| AUM (Assets Under Management) | $ 152,940,039 |
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.
