Martin W. Krikorian

CAPITAL WEALTH MANAGEMENT

Tewksbury, MA 01876

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CRD#: 2646641

Professional summary

Martin William Krikorian is a registered financial advisor currently at CAPITAL WEALTH MANAGEMENT located in Tewksbury, Massachusetts.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Martin has worked at 4 firms and has passed the Series 63, Series 65 and Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin William Krikorian'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®

None

Experience

Current

October 17, 2005 - Present

CAPITAL WEALTH MANAGEMENT

Office #1: 103 Balsam Place Unit #101, Tewksbury, MA 01876

RIA

CRD#: 137223

Tewksbury, MA

Past

July 16, 2004 - September 2, 2005

CANTELLA & CO., INC.

RIA

CRD#: 13905

TYNGSBORO, MA

Past

February 10, 2004 - September 2, 2005

CANTELLA & CO., INC.

CRD#: 13905

MALDEN, MA

Past

July 25, 2002 - February 18, 2004

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

HANSCOM, MA

Past

April 6, 2001 - February 18, 2004

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

January 20, 1998 - September 30, 1999

DEAM INVESTOR SERVICES, INC.

CRD#: 754

NEW YORK, NY

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

Massachusetts
(10/17/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/19/1997

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/25/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 10/7/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CAPITAL WEALTH MANAGEMENT

CAPITAL WEALTH MANAGEMENT | MARTIN WILLIAM KRIKORIAN

CRD#: 137223 / SEC#:

Massachusetts

Registered Investment Advisory firm - (10/17/2005 Approved)

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Contact information

Main Address

103 Balsam Place Unit #101, Tewksbury, MA 01876

Mailing Address

Phone number

(978) 866-6411

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 13,696,224

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Martin W. Krikorian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin William Krikorian's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL WEALTH MANAGEMENT

CANTELLA & CO., INC.

CANTELLA & CO., INC.

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

DEAM INVESTOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/19/1997

Series 65

Date: 7/25/1995

Series 6

Date: 10/7/1997

Current Firm

CAPITAL WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAPITAL WEALTH MANAGEMENT

TRUST BUT VERIFY

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