Martin P. Mcnamara
MARRICK WEALTH
Irvine, CA 92612
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CRD#: 5281683
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.
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, and running.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Employee and Employer Plan Ben...
Estate Planning
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
High Net Worth Client Needs
Insurance Related Issues
Investment Advice with Ongoing...
Real Estate Investments
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Marty Mcnamara
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.
CALCPA EDUCATION FOUNDATION - NON-INVESTMENT RELATED - SANTA ANA, CA - CPA COURSE INSTRUCTOR - 4 HOURS PER MONTH NON-TRADING HOURS - TEACH CPAS AND CFPS A CONTINUING EDUCATION COURSE TITLE TAX-SMART INVESTING
CRS (Client Relationship Summary) - RIA
Click below to view Martin Patrick Mcnamara MR.'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®
Start date: 2009
Experience
Current
August 13, 2012 - Present
MARRICK WEALTH
Office #1: 2211 Michelson Drive Suite 545, Irvine, CA 92612RIA
CRD#: 164758
Irvine, CA
Past
October 2, 2007 - October 14, 2011
TARBOX FAMILY OFFICE, INC.
RIA
CRD#: 106079
NEWPORT BEACH, CA
Past
April 18, 2007 - October 4, 2007
FAIRWAY WEALTH MANAGEMENT LLC
RIA
CRD#: 120296
CLEVELAND, OH
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".
MARRICK WEALTH
MARRICK WEALTH | MARRICK WEALTH, LLC
CRD#: 164758 / SEC#: 801-123646
RIA
Registered Investment Advisory firm - (4/6/2022 Approved)California
Registered Investment Advisory firm - (5/22/2022 Terminated)Texas
Registered Investment Advisory firm - (4/22/2022 Terminated)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
California(8/13/2012)
Current Firm
MARRICK WEALTH
MARRICK WEALTH | MARRICK WEALTH, LLC
CRD#: 164758 / SEC#: 801-123646
RIA
Registered Investment Advisory firm - (4/6/2022 Approved)California
Registered Investment Advisory firm - (5/22/2022 Terminated)Texas
Registered Investment Advisory firm - (4/22/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2211 Michelson Drive Suite 545, Irvine, CA 92612
Mailing Address
Phone number
(949) 258-9700
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 298 |
| AUM (Assets Under Management) | $ 173,837,762 |
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.
