Martin Patrick Mcnamara Mr.
CFP®Professional Summary
Martin Patrick Mcnamara MR., CFP®, who also goes by Marty Mcnamara, is a registered financial advisor currently at MARRICK WEALTH located in Irvine, California. Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Martin has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Tax Planning
- Business Services
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
Specializations
Biography
Marty co-founded marrick wealth in 2012. He is responsible for establishing and managing client relationships. Marty has served as an advisor to wealthy families for over 15 years with four different companies including two boutique, fee-only wealth management firms, and two international companies, Deloitte and Northern Trust. Originally from Cleveland, Ohio, Marty moved to Orange County in 2007. He enjoys spending time with his wife, Michelle, and their three children, as well as traveling, surfing,...
Other Aliases
Marty Mcnamara
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
MARRICK WEALTH | MARRICK WEALTH, LLC
Contact Information
Main Address
2211 Michelson Drive Suite 300, Irvine, CA 92612Phone Number
(949) 258-9700# of Employees
3SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
323AUM (Assets Under Management)
$215,567,832Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
MARRICK WEALTH | MARRICK WEALTH, LLC
State Registrations and Notice Filings
(8/13/2012)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Martin Patrick Mcnamara MR.'s CRS (Customer Relationship Summary).
Services Offered by Martin
- Financial Planning
- Tax Planning
- Business Services
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
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