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MM

Matthew T. Martines

VIRTUS CAPITAL MARKETS LLC
Stamford, CT 06902
Some features on this profile are disabled
CRD#: 4257928
MM

Professional summary


Matthew Thomas Martines is a registered financial professional currently at VIRTUS CAPITAL MARKETS LLC located in Stamford, Connecticut.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2001. Matthew has worked at 5 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 14, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Matthew Thomas Martines'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®
None

Experience


Current

June 22, 2018 - Present

VIRTUS CAPITAL MARKETS LLC

Office #1: 20 Signal Road, Stamford, CT 06902
BD
CRD#: 291456
Stamford, CT
Past

June 4, 2013 - May 15, 2017

BROWNSTONE INVESTMENT GROUP, LLC

BD
CRD#: 43884
STAMFORD, CT
Past

June 1, 2009 - February 12, 2013

MORGAN STANLEY

BD
CRD#: 149777
PURCHASE, NY
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
PURCHASE, NY
Past

February 8, 2001 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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
(8/17/2018)
RR
Connecticut
(7/10/2018)
RR
Florida
(8/28/2018)
RR
Illinois
(5/13/2019)
RR
New Jersey
(5/21/2019)
RR
New York
(8/20/2018)
RR
Texas
(10/3/2019)
RR
Virginia
(8/18/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 2/24/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


VC
VIRTUS CAPITAL MARKETS LLC
VIRTUS CAPITAL MARKETS LLC

CRD#: 291456 / SEC#: , 8-70057

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


Main Address
20 Signal Road, Stamford, CT 06902
Mailing Address
20 Signal Road, Stamford, CT 06902
Phone number
(203) 814-1970
Established
Delaware since 10/30/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
VIRTUS CAPITAL MARKETS HOLDINGS LLCSOLE MEMBER
DANIELS, RICHARD MATTHEWCFO/FINOP/PFO/POO5877964
MARTINES, MATTHEW THOMASCEO/CCO4257928

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


VIRTUS CAPITAL MARKETS LLC

CRD#: 291456Stamford, CT 06902

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