MW
Martin A. Wildy
INVESTMENT RESEARCH PARTNERS
Lemont, PA 16851
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CRD#: 4264267
MW
Professional summary
Martin Anthony Wildy MR., CFA, who also goes by Martin Anthony Wildy, is a registered financial advisor currently at INVESTMENT RESEARCH PARTNERS located in Lemont, Pennsylvania and AVAIL INVESTMENT PARTNERS, LLC located in Lemont, Pennsylvania.
Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Martin has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Martin Anthony Wildy
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.
1620 Investment Advisors, Inc. 36 Cordage Park Circle, Suite 222, Plymouth, MA 02360 Passive owner (7%) through prior employment. Not active in business since 2006. CFA Institute 915 E. High Street, Charlottesville, VA 22902 Engaged in consulting related to CFA examination process, remote writing of questions and two in person team meetings per year. Started 2012. Causeway Properties, LLC 416 Nimitz Avenue, State College, PA 16801 Member, real estate investment partnership, limited involvement/time commitment. Started - 04/2014. ClearWater Conservancy 2555 North Atherton Street, State College, PA 16803 Volunteer, sit on Finance and Investment Committee for local environmental non-profit, participate in monthly meetings, review and evaluate budgetary and financial information, approve and monitor investment manager Started - 01/2015. Mt Nittany Properties, LLC 416 Nimitz Avenue, State College, PA 16801 Member, real estate investment partnership, limited involvement/time commitment. Started - 12/2017. West Nittany Group, LLC 126 East Foster Avenue, State College, PA 16801 Member, real estate investment partnership, limited involvement/time commitment. Started - 7/2018. Avail Investment Partners, LLC 801-1 Pike Street Lemont, PA 16851 Partner, IAR - 8/2021 Investment Research Partners, LLC 801-1 Pike Street Lemont, PA 16851 Partner, IAR - 6/2019
CRS (Client Relationship Summary) - RIA
Click below to view Martin Anthony Wildy MR.'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®
Experience
Current
June 24, 2019 - Present
INVESTMENT RESEARCH PARTNERS
Office #1: 801-1 Pike Street, Lemont, PA 16851RIA
CRD#: 304315
Lemont, PA
Current
October 8, 2021 - Present
AVAIL INVESTMENT PARTNERS, LLC
Office #1: 801-1 Pike Street, Lemont, PA 16851RIA
CRD#: 315678
Lemont, PA
Current
August 3, 2022 - Present
ABUNDANCE WEALTH COUNSELORS, LLC
Office #1: 232 Regent Court, State College, PA 16801RIA
CRD#: 111740
State College, PA
Past
September 18, 2006 - January 2, 2015
ARIS WEALTH SERVICES INC
RIA
CRD#: 104577
STATE COLLEGE, PA
Past
April 2, 2004 - September 18, 2006
1620 INVESTMENT ADVISORS, INC.
RIA
CRD#: 119262
PLYMOUTH, MA
Past
September 14, 2000 - March 4, 2003
SAFEGUARD SECURITIES, INC.
BD
CRD#: 31256
MAYFIELD HEIGHTS, OH
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".
AW
ABUNDANCE WEALTH COUNSELORS, LLC
ABUNDANCE WEALTH COUNSELORS, LLC
CRD#: 111740 / SEC#: 801-60373
RIA
Registered Investment Advisory firm - (6/25/2001 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
Massachusetts(11/22/2021)
IAR
Pennsylvania(6/24/2019)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
AW
ABUNDANCE WEALTH COUNSELORS, LLC
ABUNDANCE WEALTH COUNSELORS, LLC
CRD#: 111740 / SEC#: 801-60373
RIA
Registered Investment Advisory firm - (6/25/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
232 Regent Court, State College, PA 16801
Mailing Address
Phone number
(814) 861-3810
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,725 |
| AUM (Assets Under Management) | $ 1,299,669,773 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
