Martin Gremm

PIVOT POINT ADVISORS

BELLAIRE, TX 77401

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CRD#: 4783786

Professional summary

Martin Gremm is a registered financial advisor currently at PIVOT POINT ADVISORS, LLC located in Bellaire, Texas.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Martin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

PRESIDENT (SINCE 9/04) GREMMTECH, LLC 5959 WEST LOOP SOUTH, #333, BELLAIRE, TX 77401 THIS BUSINESS FOCUSES ON SOFTWARE DEVELOPMENT AND CONSULTING. IT IS NOT INVESTMENT-RELATED. I SPEND ON AVERAGE ABOUT 30 HOURS PER MONTH ON THIS, MOST OF THAT ARE NIGHTS AND WEEKENDS, I.E. NOT DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Gremm'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 20, 2004 - Present

PIVOT POINT ADVISORS, LLC

Office #1: 5959 West Loop South 333, Bellaire, TX 77401

RIA

CRD#: 130562

BELLAIRE, TX

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".

PIVOT POINT ADVISORS, LLC

PIVOT POINT ADVISERS, LLC | SCHINDLER/GREMM ADVISORS, LLC | PIVOT POINT ADVISORS, LLC

CRD#: 130562 / SEC#: 801-129978

RIA

Registered Investment Advisory firm - (4/25/2024 Approved)

Texas

Registered Investment Advisory firm - (1/9/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(5/20/2004)

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: 1/26/2004

Uniform Investment Adviser Law Examination

Current Firm

PIVOT POINT ADVISORS, LLC

PIVOT POINT ADVISERS, LLC | SCHINDLER/GREMM ADVISORS, LLC | PIVOT POINT ADVISORS, LLC

CRD#: 130562 / SEC#: 801-129978

RIA

Registered Investment Advisory firm - (4/25/2024 Approved)

Texas

Registered Investment Advisory firm - (1/9/2025 Terminated)

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Contact information

Main Address

5959 West Loop South Suite 333, Bellaire, TX 77401

Mailing Address

Phone number

(713) 715-7000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PIVOT POINT ADV 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	301
AUM (Assets Under Management)	$ 131,053,296

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 Gremm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PIVOT POINT ADVISORS, LLC

Primary Firm SEC Registration

PIVOT POINT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/26/2004

Current Firm

PIVOT POINT ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PIVOT POINT ADVISORS, LLC

TRUST BUT VERIFY

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