Terrence M. Martin
Professional summary
Terrence Michael Martin, who also goes by Michael Martin, T. Michael Martin, is a registered financial advisor currently at MARIUS WEALTH MANAGEMENT, LLC located in New York, New York.
Terrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Terrence has worked at 5 firms and has passed the Series 66, Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Terrence Michael Martin's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 27, 2024 - Present
MARIUS WEALTH MANAGEMENT, LLC
Office #1: 200 Park Avenue Suite 1700, New York, NY 10166August 10, 2012 - December 9, 2013
WELLS FARGO CLEARING SERVICES, LLC
June 18, 2012 - December 9, 2013
WELLS FARGO CLEARING SERVICES, LLC
March 3, 2003 - May 28, 2003
FIS BROKERAGE & SECURITIES SERVICES LLC
February 10, 2003 - March 3, 2003
RUMSON CAPITAL, LLC
June 14, 1996 - December 9, 2002
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/27/2024)
Exams
Current Firm
MARIUS WEALTH MANAGEMENT, LLC
CRD#: 169502 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 1,750,000 |
Red Flags
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