Martin T. Orton
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Martin Tico Orton's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 1, 2012 - Present
KINGSBRIDGE WEALTH MANAGEMENT, INC.
February 10, 2010 - December 31, 2010
KINGSBRIDGE PRIVATE WEALTH MANAGEMENT, INC.
September 14, 2004 - April 28, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
September 14, 2004 - April 28, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
March 14, 2001 - August 25, 2004
MORGAN STANLEY DW INC.
September 18, 2000 - August 25, 2004
MORGAN STANLEY DW INC.
May 7, 1998 - September 12, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
KINGSBRIDGE WEALTH MANAGEMENT, INC.
CRD#: 165560 / SEC#: 801-77197
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/1/2012)
(10/1/2012)
(5/16/2025)
Exams
Current Firm
KINGSBRIDGE WEALTH MANAGEMENT, INC.
CRD#: 165560 / SEC#: 801-77197
Contact information
SEC notice filing (3 States and Territories)
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 |
|---|---|---|
| 12/19/2025 | ||
| 12/17/2024 | ||
| 10/16/2023 |
Red Flags
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