Benjamin S. Martin

ABACUS CAPITAL ADVISORS

Tulsa, OK

Some features on this profile are disabled

CRD#: 4268591

Professional summary

Benjamin Seth Martin, who also goes by Ben Martin, is a registered financial advisor currently at ABACUS CAPITAL ADVISORS located in Tulsa, Oklahoma.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Benjamin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ben Martin

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.

DB Miami Inc, Investment related, 12100 Wilshire Blvd #360, Los Angeles, CA 90025. Precious metal sales. Senior account representative. 30 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Seth Martin'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®

None

Experience

Current

March 6, 2025 - Present

ABACUS CAPITAL ADVISORS

RIA

CRD#: 309295

Tulsa, OK

Past

September 15, 2023 - June 10, 2024

RPG FAMILY WEALTH ADVISORY, LLC

RIA

CRD#: 158528

Broken Arrow, OK

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".

ABACUS CAPITAL ADVISORS

ABACUS CAPITAL ADVISORS | ABACUS CAPITAL ADVISORS LLC

CRD#: 309295 / SEC#: 801-132208

RIA

Registered Investment Advisory firm - (3/19/2025 Approved)

Florida

Registered Investment Advisory firm - (9/3/2020 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

Florida
(3/6/2025)

IAR

Oklahoma
(3/19/2025)

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 65

Date: 3/3/2023

Uniform Investment Adviser Law Examination

Current Firm

ABACUS CAPITAL ADVISORS

ABACUS CAPITAL ADVISORS | ABACUS CAPITAL ADVISORS LLC

CRD#: 309295 / SEC#: 801-132208

RIA

Registered Investment Advisory firm - (3/19/2025 Approved)

Florida

Registered Investment Advisory firm - (9/3/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8181 West Broward Blvd Suite 258, Plantation, FL 33324

Mailing Address

Phone number

(954) 361-4210

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ABACUS CAPITAL ADVISORS ADV PART 2 (2/17/2025)

Regulatory assets under management

Total Number of Accounts	51
AUM (Assets Under Management)	$ 103,331,043

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Benjamin S. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Seth Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABACUS CAPITAL ADVISORS

RPG FAMILY WEALTH ADVISORY, LLC

Primary Firm SEC Registration

ABACUS CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2023

Current Firm

ABACUS CAPITAL ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABACUS CAPITAL ADVISORS

TRUST BUT VERIFY

Similar Advisors