Martin R. Sather
Professional summary
Martin R Sather, who also goes by Martin Randall Sather, is a registered financial advisor currently at BOUNDARY STREET PARTNERS LP located in Chapel Hill, North Carolina.
Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Martin has worked at 4 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Martin R Sather's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 5, 2017 - Present
BOUNDARY STREET PARTNERS LP
March 15, 2011 - January 4, 2016
MORGAN STANLEY
March 11, 2011 - January 4, 2016
MORGAN STANLEY
September 12, 2008 - March 22, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 7, 2008 - March 22, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 8, 1999 - April 27, 2001
LEGG MASON WOOD WALKER, INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/3/2018)
(10/5/2017)
(12/20/2017)
Exams
Current Firm
BOUNDARY STREET PARTNERS LP
CRD#: 282300 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 50 |
| AUM (Assets Under Management) | $ 18,000,000 |
Red Flags
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