Martin T. Orton

KINGSBRIDGE WEALTH MANAGEMENT

Fullerton, CA

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CRD#: 2785924

Professional summary

Martin Tico Orton, CFP® is a registered financial advisor currently at KINGSBRIDGE WEALTH MANAGEMENT, INC. located in Fullerton, California.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Martin has worked at 5 firms and has passed the Series 65, Series 63, Series 31 and Series 7 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 Tico Orton's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

October 1, 2012 - Present

KINGSBRIDGE WEALTH MANAGEMENT, INC.

RIA

CRD#: 165560

Fullerton, CA

Past

February 10, 2010 - December 31, 2010

KINGSBRIDGE PRIVATE WEALTH MANAGEMENT, INC.

RIA

CRD#: 147023

FULLERTON, CA

Past

September 14, 2004 - April 28, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

NEWPORT BEACH, CA

Past

September 14, 2004 - April 28, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

NEWPORT BEACH, CA

Past

March 14, 2001 - August 25, 2004

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

FULLERTON, CA

Past

September 18, 2000 - August 25, 2004

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

May 7, 1998 - September 12, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

KINGSBRIDGE WEALTH MANAGEMENT, INC.

KINGSBRIDGE INVESTMENT PARTNERS LLC | KINGSBRIDGE WEALTH MANAGEMENT, INC.

CRD#: 165560 / SEC#: 801-77197

RIA

Registered Investment Advisory firm - (10/1/2012 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.

Highlighted states indicate IAR registrations

IAR

California
(10/1/2012)

IAR

Nevada
(10/1/2012)

IAR

Texas
(5/16/2025)

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

IAR

Series 65

Date: 5/2/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/26/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 7/12/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/6/1998

General Securities Representative Examination

Current Firm

KINGSBRIDGE WEALTH MANAGEMENT, INC.

KINGSBRIDGE INVESTMENT PARTNERS LLC | KINGSBRIDGE WEALTH MANAGEMENT, INC.

CRD#: 165560 / SEC#: 801-77197

RIA

Registered Investment Advisory firm - (10/1/2012 Approved)

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Contact information

Main Address

1140 N. Town Center Drive Suite 265, Las Vegas, NV 89144

Mailing Address

Phone number

(702) 947-5160

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KINGSBRIDGE WEALTH MANAGEMENT ADV PART 2A (8/5/2025)

Regulatory assets under management

Total Number of Accounts	215
AUM (Assets Under Management)	$ 379,986,594

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/17/2024	Cover Page	Report
10/16/2023	Cover Page	Report
11/09/2022	Cover Page	Report

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.

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Martin T. Orton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Tico Orton's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINGSBRIDGE PRIVATE WEALTH MANAGEMENT, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

KINGSBRIDGE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/2/1997

Series 63

Date: 8/26/1996

Series 31

Date: 7/12/2002

Series 7

Date: 5/6/1998

Current Firm

KINGSBRIDGE WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KINGSBRIDGE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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