Martin H. Kreisler
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.
Martin H Kreisler, who also goes by Marty Kreisler, was a registered financial professional .
Martin is a previously registered financial professional and started their career in finance in 2014. Martin had worked at 4 firms and has passed the Series 2 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 19, 2021 - December 31, 2025
ALEXIS INVESTMENT PARTNERS, LLC
November 21, 2019 - June 29, 2021
SOWELL MANAGEMENT
January 27, 2015 - December 3, 2019
FUNDX INVESTMENT GROUP, LLC
December 2, 2014 - April 30, 2016
KREISLER LONG-TERM INVESTMENTS
Primary Firm SEC Registration
ALEXIS INVESTMENT PARTNERS, LLC
CRD#: 313394 / SEC#: 801-121162
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
Series 2
Date: 5/20/1996
Non-Member General Securities ExaminationCurrent Firm
ALEXIS INVESTMENT PARTNERS, LLC
CRD#: 313394 / SEC#: 801-121162
Contact information
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 220 |
| AUM (Assets Under Management) | $ 206,365,510 |
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.
