PM
Peter S. Martin
PLATFORM WEALTH ADVISORS | Financial Advisor
MORGANVILLE, NJ
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CRD#: 3156702
PM
Professional summary
Peter Scott Martin is a registered financial advisor currently at PLATFORM WEALTH ADVISORS located in Morganville, New Jersey.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Peter has worked at 4 firms and has passed the Series 66, SIE 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.
Name of Business: Westbrook Properties, LLC Address: 5 Glen Court, Morganville, NJ, 07751, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/29/2011; 5 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: Description of duties: Manages day-to-day activities, collecting rent and bill paying. Name of Business: Hamilton Mercer Advisors, LLC Address: 1540 Kuser Road, Suite A4, Mercerville, NJ 08619-3828 Type: Accounting/CPA: Position/Title: Principal & CPA: Investment Related: No: Start Date January 2023; Hours per month devoted to this business: 35% of his time: Description of duties: Accounting and tax services Name of Business: Platform CPAs, LLP Address: 6510 Millrock Drive #275, Holladay, UT 84121; Activity Type: Accounting Firm; Position/Title: CPA; Start Date: January 2023 Devotes 65% of his time to this position; Description of Duties: Accounting and tax services
CRS (Client Relationship Summary) - RIA
Click below to view Peter Scott Martin's 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®
NoneExperience
Current
January 2, 2025 - Present
PLATFORM WEALTH ADVISORS
RIA
CRD#: 329313
MORGANVILLE, NJ
Past
January 12, 2009 - December 4, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
MERCERVILLE, NJ
Past
July 21, 2003 - January 12, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
MERCERVILLE, NJ
Past
October 27, 2000 - December 4, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
MERCERVILLE, NJ
Past
February 4, 1999 - November 13, 2000
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
DALLAS, TX
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".
PW
PLATFORM WEALTH ADVISORS
PLATFORM WEALTH ADVISORS | PLATFORM WEALTH MANAGEMENT, LLC
CRD#: 329313 / SEC#: 801-129811
RIA
Registered Investment Advisory firm - (2/28/2024 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
New Jersey(1/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PW
PLATFORM WEALTH ADVISORS
PLATFORM WEALTH ADVISORS | PLATFORM WEALTH MANAGEMENT, LLC
CRD#: 329313 / SEC#: 801-129811
RIA
Registered Investment Advisory firm - (2/28/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6510 S. Millrock Dr, Holladay, UT 84121
Mailing Address
Phone number
(385) 243-0553
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 557 |
| AUM (Assets Under Management) | $ 328,607,632 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/13/2025 |
Red Flags
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Company Information
PLATFORM WEALTH ADVISORS
Financial AdvisorCRD#: 329313Morganville, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
