Martin E. Landry

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CRD#: 3187604

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Martin Edward Landry, AIF®, CFP®, CIMA®, who also goes by Martin E Landry, was a registered financial professional .

Martin is a previously registered financial professional and started their career in finance in 1999. Martin had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Martin E Landry

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2005

CIMA^®

Certified Investment Management Analyst

Experience

Past

May 20, 2021 - September 19, 2022

CX INSTITUTIONAL, LLC

RIA

CRD#: 292627

PLANO, TX

Past

October 25, 2019 - March 4, 2021

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

IRVING, TX

Past

October 25, 2019 - March 4, 2021

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

September 14, 2011 - October 25, 2019

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

DALLAS, TX

Past

June 28, 2010 - October 25, 2019

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

Past

May 4, 1999 - December 3, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DALLAS, TX

Past

April 13, 1999 - December 3, 2002

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".

CX INSTITUTIONAL, LLC

CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC

CRD#: 292627 / SEC#: 801-112742

RIA

Registered Investment Advisory firm - (3/1/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 5/29/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/25/2010

General Securities Representative Examination

Current Firm

CX INSTITUTIONAL, LLC

CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC

CRD#: 292627 / SEC#: 801-112742

RIA

Registered Investment Advisory firm - (3/1/2018 Approved)

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Contact information

Main Address

200 East 7th Street, Auburn, IN 46706

Mailing Address

Phone number

(260) 927-1830

Established

Firm type

Fiscal year end

# of Employees

106

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (10/14/2025)

ADV PART 2A (10/14/2025)

Regulatory assets under management

Total Number of Accounts	14,284
AUM (Assets Under Management)	$ 4,121,239,331

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

Martin E. Landry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CX INSTITUTIONAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/29/2010

SIE

Date: 10/1/2018

Series 7

Date: 6/25/2010

Current Firm

CX INSTITUTIONAL, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CX INSTITUTIONAL, LLC

TRUST BUT VERIFY

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