Terrence M. Martin
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Terrence Michael Martin, who also goes by Michael Martin, T. Michael Martin, was a registered financial professional .
Terrence is a previously registered financial professional and started their career in finance in 1996. Terrence had 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)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 27, 2024 - December 31, 2025
MARIUS WEALTH MANAGEMENT, LLC
August 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.
Visual representation of state registrations
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
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.
