Martin A. Wildy

INVESTMENT RESEARCH PARTNERS

Lemont, PA 16851

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CRD#: 4264267

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Anthony Wildy MR.'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®

CFA

Chartered Financial Analyst

Experience

Current

June 24, 2019 - Present

INVESTMENT RESEARCH PARTNERS

Office #1: 801-1 Pike Street, Lemont, PA 16851

RIA

CRD#: 304315

Lemont, PA

Current

October 8, 2021 - Present

AVAIL INVESTMENT PARTNERS, LLC

Office #1: 801-1 Pike Street, Lemont, PA 16851

RIA

CRD#: 315678

Lemont, PA

Current

August 3, 2022 - Present

ABUNDANCE WEALTH COUNSELORS, LLC

Office #1: 232 Regent Court, State College, PA 16801

RIA

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.

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".

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)

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: 2/12/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/12/2000

General Securities Representative Examination

Current Firm

ABUNDANCE WEALTH COUNSELORS, LLC

CRD#: 111740 / SEC#: 801-60373

RIA

Registered Investment Advisory firm - (6/25/2001 Approved)

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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

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1,711
AUM (Assets Under Management)	$ 1,564,033,885

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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Martin A. Wildy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Anthony Wildy MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT RESEARCH PARTNERS

AVAIL INVESTMENT PARTNERS, LLC

ABUNDANCE WEALTH COUNSELORS, LLC

ARIS WEALTH SERVICES INC

1620 INVESTMENT ADVISORS, INC.

SAFEGUARD SECURITIES, INC.

Primary Firm SEC Registration

ABUNDANCE WEALTH COUNSELORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/12/2002

Series 7

Date: 9/12/2000

Current Firm

ABUNDANCE WEALTH COUNSELORS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

ABUNDANCE WEALTH COUNSELORS, LLC

TRUST BUT VERIFY

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