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MB

Manohar Bahl

SIGMA FINANCIAL
Southfield, MI 48034
Some features on this profile are disabled
CRD#: 3236019
MB

Professional summary


Manohar Bahl, AIF®, who also goes by Martin Bahl, is a registered financial professional currently at SIGMA FINANCIAL CORPORATION located in Southfield, Michigan.

Manohar is registered as a RR (Registered Representative) and started their career in finance in 1999. Manohar has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Martin Bahl

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) - BD


Click below to view Manohar Bahl'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®
AIF®

Experience


Current

June 5, 2014 - Present

SIGMA FINANCIAL CORPORATION

Office #1: 25899 Twelve Mile Road Suite 380, Southfield, MI 48034
BD
CRD#: 14303
Southfield, MI
Past

September 22, 2010 - July 3, 2014

SECURITIES AMERICA, INC.

BD
CRD#: 10205
SOUTHFIELD, MI
Past

August 4, 2005 - September 29, 2010

EQUITAS AMERICA, LLC

BD
CRD#: 39806
SOUTHFIELD, MI
Past

June 30, 2004 - August 25, 2005

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
SCHAUMBURG, IL
Past

September 10, 1999 - June 30, 2004

HOCHMAN & BAKER SECURITIES, INC.

BD
CRD#: 19949
STAMFORD, CT

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/5/2014)
RR
Colorado
(8/18/2017)
RR
Florida
(1/19/2021)
RR
Georgia
(1/19/2021)
RR
Indiana
(6/5/2014)
RR
Maryland
(3/20/2017)
RR
Michigan
(6/5/2014)
RR
Mississippi
(6/5/2014)
RR
Missouri
(6/5/2014)
RR
Nevada
(6/5/2014)
RR
North Carolina
(6/5/2014)
RR
Ohio
(6/5/2014)
RR
Texas
(6/5/2014)
RR
Utah
(1/16/2020)
RR
Washington
(2/15/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 8/20/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SF
SIGMA FINANCIAL CORPORATION
SIGMA FINANCIAL CORPORATION

CRD#: 14303 / SEC#: , 8-30466

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
300 Parkland Plaza, Ann Arbor, MI 48103-9508
Mailing Address
300 Parkland Plaza, Ann Arbor, MI 48103-9508
Phone number
(734) 663-1611
Established
Michigan since 09/20/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
THE JEROME S. RYDELL REVOCABLE LIVING TRUST DATED 12/21/1998, AS AMENDED AND RESTATED ON 10/23/2020TRUST (OWNER OF ALL VOTING SHARES)
MCCLELLAN, JOHN ALEXANDERCHIEF RISK AND BUSINESS OFFICER4016479
PHILLIPS, RICHARD THOMASCHIEF COMPLIANCE OFFICER6041363
PISTOR, RANDOLPH FULVIOCHIEF LEGAL OFFICER5143334
RYDELL, BRANDON DAVIDPRESIDENT2933397
RYDELL, JEROME STANLEYCEO, CHAIRMAN AND TRUSTEE OF THE JEROME S. RYDELL REVOCABLE LIVING TRUST DATED 12/21/1998, AS AMENDED AND RESTATED ON 10/23/2020408389
WOOTON, RYAN DANIELCHIEF FINANCIAL OFFICER8006797

Disclosures


Regulatory Event15
Arbitration11

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.

Company Information


SIGMA FINANCIAL CORPORATION

CRD#: 14303Southfield, MI 48034

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