PM
Peter G. Martin
MAYFLOWER ADVISORS
BOSTON, MA 02110
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CRD#: 2448620
PM
Professional summary
Peter Geary Martin is a registered financial advisor currently at MAYFLOWER ADVISORS located in Boston, Massachusetts and PRIVATE CLIENT SERVICES, LLC located in Westborough, Massachusetts.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Peter has worked at 8 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
PETER G. MARTIN INVESTMENTS LLC, INV RELATED, WESTBOROUGH, MA, 100% OWNERSHIP, START 1/1/2016, 160 HOURS PER MONTH, 160 HOURS DURING TRADING. Mr. Martin is dually-registered with Mayflower Financial Advisors, LLC ("Mayflower") and Private Client Services, LLC ("PCS"). Mr. Martin has served as an investment advisor representative for Mayflower and a registered representative with PCS since 08/2020. Business is conducted from 265 Franklin Street, Suite 40 Boston, MA, 02110. Approximately 90% of Mr. Martin's time is for services as an investment advisor representative and the balance as a registered representative Getting Results, Inc. 7136 Point of Rocks Circle, Sarasota, FL 34242. Coaching business for financial advisors. 8 hrs/mo; 2 during trading hrs Cotide; Not Investment Related; 11 Library Lane, Chatham, MA 02633; Cotide is a life educational company that helps young adults 18-40 to design their life, understand how money work & have the wisdom to keep it; Founder; 11/13/2023; 3-4 hrs/mo; 3-4 hrs during trading hrs. Martin-MGP, LLC. 287 Turnpike Road, Ste 250, Westborough, MA 01531. Holding company for shares of financial services income. Owner. Not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Geary Martin'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
January 4, 2021 - Present
MAYFLOWER ADVISORS
Office #1: 265 Franklin Street Suite 401, Boston, MA 02110RIA
CRD#: 307857
BOSTON, MA
Current
August 21, 2020 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 287 Turnpike Rd Suite 250, Westborough, MA 01581RIA
BD
CRD#: 120222
Westborough, MA
Past
November 8, 2010 - August 24, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
WESTBOROUGH, MA
Past
November 8, 2010 - August 24, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
WESTBOROUGH, MA
Past
December 17, 2007 - November 5, 2010
INVESTORS CAPITAL CORP.
RIA
CRD#: 30613
SOUTHBOROUGH, MA
Past
October 16, 2001 - November 5, 2010
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
SOUTHBOROUGH, MA
Past
November 5, 1997 - April 5, 2000
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Past
January 5, 1995 - November 5, 1997
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
June 24, 1994 - October 24, 1994
W.J. NOLAN & COMPANY, INC.
BD
CRD#: 16465
NEW YORK, NY
Past
February 3, 1994 - June 7, 1994
SOUTH RICHMOND SECURITIES, INC.
BD
CRD#: 14913
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".
MA
MAYFLOWER ADVISORS
MAYFLOWER ADVISORS | MAYFLOWER FINANCIAL ADVISORS, LLC
CRD#: 307857 / SEC#: 801-118381
RIA
Registered Investment Advisory firm - (4/3/2020 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(8/21/2020)
RR
Florida(8/21/2020)
RR
Illinois(9/17/2020)
RR
Maine(8/21/2020)
RR
Massachusetts(9/10/2020)
IAR
Massachusetts(1/4/2021)
RR
New York(8/21/2020)
RR
Rhode Island(8/21/2020)
RR
Vermont(8/21/2020)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MA
MAYFLOWER ADVISORS
MAYFLOWER ADVISORS | MAYFLOWER FINANCIAL ADVISORS, LLC
CRD#: 307857 / SEC#: 801-118381
RIA
Registered Investment Advisory firm - (4/3/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
265 Franklin Street Suite 401, Boston, MA 02110
Mailing Address
Phone number
(617) 259-1767
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,482 |
| AUM (Assets Under Management) | $ 4,779,428,058 |
Red Flags
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Company Information
MAYFLOWER ADVISORS
CRD#: 307857Boston, MA 02110TRUST BUT VERIFY
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Contact information
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