Martin A. Scott

LASTING WEALTH PRINCIPLES

Freehold, NJ

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CRD#: 4937442

Professional summary

Martin Anthony Scott, CFP® is a registered financial advisor currently at LASTING WEALTH PRINCIPLES, LLC located in Freehold, New Jersey.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Martin has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

I have a passion for helping others become more knowledgeable about money.  My belief is that every individual person has a unique perspective on money and financial journey.  It is my purpose in life to help my clients become more informed about money, which ultimately provides them the opportunity to make better financial decisions that align with their specific goals.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

What is your minimum asset requirement?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Anthony Scott'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

March 11, 2020 - Present

LASTING WEALTH PRINCIPLES, LLC

RIA

CRD#: 307246

Freehold, NJ

Past

March 18, 2019 - December 2, 2019

THE GENWEALTH GROUP, INC.

RIA

CRD#: 154569

MAPLEWOOD, NJ

Past

September 8, 2017 - December 31, 2018

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Maplewood, NJ

Past

February 24, 2014 - August 18, 2017

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

WALL, NJ

Past

October 23, 2013 - August 18, 2017

PARK AVENUE SECURITIES LLC

CRD#: 46173

WALL, NJ

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

New Jersey
(3/11/2020)

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: 2/3/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/23/2013

General Securities Representative Examination

Current Firm

LASTING WEALTH PRINCIPLES, LLC

LASTING WEALTH PRINCIPLES | LASTING WEALTH PRINCIPLES, LLC

CRD#: 307246 / SEC#:

New Jersey

Registered Investment Advisory firm - (3/11/2020 Approved)

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Contact information

Main Address

Freehold, NJ

Mailing Address

Phone number

(732) 995-5538

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Contact information

(xxx) xxx-xxxx

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Martin A. Scott

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LASTING WEALTH PRINCIPLES, LLC

THE GENWEALTH GROUP, INC.

PURSHE KAPLAN STERLING INVESTMENTS

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/3/2014

SIE

Date: 10/1/2018

Series 7

Date: 10/23/2013

Current Firm

LASTING WEALTH PRINCIPLES, LLC

Contact information

Documents

Red Flags

Company Information

LASTING WEALTH PRINCIPLES, LLC

TRUST BUT VERIFY

Contact information

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