Glen P. Martin

F L PUTNAM INVESTMENT MANAGEMENT CO.

Providence, RI 02903

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CRD#: 2850934

Professional summary

Glen Patrick Martin, CFP® is a registered financial advisor currently at F L PUTNAM INVESTMENT MANAGEMENT CO. located in Providence, Rhode Island.

Glen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Glen has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24 and Series 26 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 Glen Patrick Martin'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

Start date: 2000

Experience

Current

August 22, 2016 - Present

F L PUTNAM INVESTMENT MANAGEMENT CO.

Office #1: 100 Westminster Street Suite 1004, Providence, RI 02903

RIA

CRD#: 106223

Providence, RI

Past

December 7, 2015 - July 5, 2016

MARINER

RIA

CRD#: 151664

East Providence, RI

Past

July 20, 2015 - July 1, 2016

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

EAST PROVIDENCE, RI

Past

July 20, 2015 - July 1, 2016

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

EAST PROVIDENCE, RI

Past

March 6, 2015 - June 5, 2015

LPL FINANCIAL LLC

CRD#: 6413

PROVIDENCE, RI

Past

February 27, 2015 - June 5, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

PROVIDENCE, RI

Past

November 22, 2010 - March 1, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BOSTON, MA

Past

June 14, 2010 - March 1, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BOSTON, MA

Past

October 26, 2004 - July 1, 2010

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

September 8, 2004 - October 6, 2004

COLUMBIA FINANCIAL CENTER INCORPORATED

CRD#: 23562

PORTLAND, OR

Past

August 28, 2002 - September 13, 2004

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

May 1, 1997 - October 10, 2002

FIS SECURITIES, INC.

CRD#: 30533

BOSTON, MA

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".

F L PUTNAM INVESTMENT MANAGEMENT CO.

F L PUTNAM INVESTMENT MANAGEMENT CO. | PUTNAM F L INVESTMENT MANAGEMENT CO | FLP ATRATO CONSULTING

CRD#: 106223 / SEC#: 801-21951

RIA

Registered Investment Advisory firm - (7/30/1984 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

Maine
(8/6/2025)

IAR

Massachusetts
(8/22/2016)

IAR

Rhode Island
(1/30/2018)

IAR

Texas
(5/2/2025)

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 66

Date: 11/21/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/30/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/30/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/8/2011

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 1/29/2004

Investment Company Products/Variable Contracts Principal Examination

Current Firm

F L PUTNAM INVESTMENT MANAGEMENT CO.

F L PUTNAM INVESTMENT MANAGEMENT CO. | PUTNAM F L INVESTMENT MANAGEMENT CO | FLP ATRATO CONSULTING

CRD#: 106223 / SEC#: 801-21951

RIA

Registered Investment Advisory firm - (7/30/1984 Approved)

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Contact information

Main Address

6 Kimball Lane, Lynnfield, MA 01940

Mailing Address

Phone number

(800) 344-3435

Established

Firm type

Fiscal year end

# of Employees

134

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FLP FORM ADV PART 2A (10/29/2025)

Regulatory assets under management

Total Number of Accounts	6,380
AUM (Assets Under Management)	$ 7,695,902,054

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/08/2025	Cover Page	Report
08/21/2025	Cover Page	Report
10/28/2024	Cover Page	Report
12/21/2023	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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Advisor Monitoring

Firm Stability Insights

Glen P. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen Patrick Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARINER

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BOFA DISTRIBUTORS, INC.

COLUMBIA FINANCIAL CENTER INCORPORATED

BOFA DISTRIBUTORS, INC.

FIS SECURITIES, INC.

Primary Firm SEC Registration

F L PUTNAM INVESTMENT MANAGEMENT CO.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/21/2010

Series 63

Date: 9/30/2002

SIE

Date: 7/1/2016

Series 7

Date: 4/30/1997

Series 24

Date: 7/8/2011

Series 26

Date: 1/29/2004

Current Firm

F L PUTNAM INVESTMENT MANAGEMENT CO.

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

F L PUTNAM INVESTMENT MANAGEMENT CO.

TRUST BUT VERIFY

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