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MM

Mitchell S. Martin

MAXIM GROUP LLC
RED BANK, NJ 07701
Some features on this profile are disabled
CRD#: 4308917
MM

Professional summary


Mitchell Spencer Martin, who also goes by Mitchell Martin, is a registered financial professional currently at MAXIM GROUP LLC located in Red Bank, New Jersey.

Mitchell is registered as a RR (Registered Representative) and started their career in finance in 2000. Mitchell has worked at 3 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7, Series 7A and Series 25 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mitchell 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Mitchell Spencer 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

May 28, 2008 - Present

MAXIM GROUP LLC

Office #1: 68 White Street 2nd Floor, Red Bank, NJ 07701
BD
CRD#: 120708
RED BANK, NJ
Past

April 18, 2007 - April 24, 2008

HUDSON SECURITIES,INC.

BD
CRD#: 10467
TINTON FALLS, NJ
Past

October 1, 2000 - September 16, 2003

FIRST HUDSON FINANCIAL GROUP, INC.

BD
CRD#: 32926
NEW YORK, 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
New Jersey
(1/6/2016)
RR
New York
(5/28/2008)

Exams


State Security Law Exam
RR
Series 63
Date: 10/8/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/3/2007
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7A
Date: 7/31/2002
Floor Broker Representative Exam
General Industry/Product Exam
RR
Series 25
Date: 7/11/2000
NYSE Trading Assistant Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


MG
MAXIM GROUP LLC
M-VEST (A WHOLLY OWNED DIVISION OF MAXIM GROUP) | MAXIM MERCHANT CAPITAL (A WHOLLY OWNED DIVISION OF MAXIM GROUP | MAXIM GROUP LLC

CRD#: 120708 / SEC#: , 8-65337

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


Main Address
300 Park Ave 16th Floor, New York, NY 10022
Mailing Address
300 Park Ave 16th Floor, New York, NY 10022
Phone number
(212) 895-3500
Established
New York since 04/11/2002
Firm type
Limited Liability Company
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#
MAXIM PARTNERS LLCMEMBER
EVANS, TIPTON HAMLINCHIEF COMPLIANCE OFFICER6118339
FIORE, CHRISTOPHER JAMESCO-PRESIDENT, DIRECTOR OF CAPITAL MARKETS2269479
GLASSBERG, LAWRENCE COOPERCO-HEAD OF INVESTMENT BANKING4813201
LAROSA, PAUL GEORGEHEAD OF SYNDICATE/ACTING DIRECTOR OF ASSET MANAGEMENT1900695
MESSINGER, MICHAEL SPENCERMSP1403506
MURPHY, TIMOTHY GERARDFINOP/CFO1836629
SIEGEL, JAMES EDWARDGENERAL COUNSEL4490472
TELLER, CLIFFORD ADAMCHIEF EXECUTIVE OFFICER/CHAIRMAN4631188
VEERA, RITESH MOTILALCO-HEAD OF INVESTMENT BANKING4994814
VENDETTI, ANTHONY VINCENTDIRECTOR OF RESEARCH2574608
VITALE, WILLIAM CHRISTIANDIRECTOR OF TRADING2669953

Disclosures


Regulatory Event36
Arbitration1

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


MAXIM GROUP LLC

CRD#: 120708Red Bank, NJ 07701

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