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Bradley G. Martin

MARTINWRIGHT ADVISORY
ATLANTA, GA 30327
Some features on this profile are disabled
CRD#: 5362568
BM

Professional summary

Bradley Garrett Martin, CPWA®, who also goes by Bradley G Martin, Bradley Martin, is a registered financial advisor currently at MARTINWRIGHT ADVISORY, LLC located in Atlanta, Georgia.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Bradley has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bradley G Martin | Bradley 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) - RIA

Click below to view Bradley Garrett 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®
CPWA®

Certified Private Wealth Advisor

Start date: 2021-07-08

Expire date: 2023-06-30

Experience

Current

December 2, 2025 - Present

MARTINWRIGHT ADVISORY, LLC

Office #1: 3290 Northside Parkway Nw Suite 950, Atlanta, GA 30327
RIA
CRD#: 338634
ATLANTA, GA
Past

November 14, 2025 - February 6, 2026

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

RIA
CRD#: 168256
ATLANTA, GA
Past

December 13, 2012 - January 21, 2014

SOFI SECURITIES LLC

BD
CRD#: 151717
ATLANTA, GA
Past

October 10, 2008 - December 13, 2012

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
ATLANTA, GA
Past

September 10, 2008 - December 13, 2012

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
ATLANTA, GA

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
Georgia
(12/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/28/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/10/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/11/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/9/2008
General Securities Representative Examination

Current Firm

MA
MARTINWRIGHT ADVISORY, LLC
MARTINWRIGHT ADVISORY, LLC | MW ADVISORY, LLC

CRD#: 338634 / SEC#: 801-134599

RIA
Registered Investment Advisory firm - (11/14/2025 120-Day Approval)
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Contact information

Main Address
3290 Northside Parkway Nw Suite 950, Atlanta, GA 30327
Mailing Address
Phone number
(404) 882-8756
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE - MW ADVISORY, LLC (11/24/2025)
0

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

MARTINWRIGHT ADVISORY, LLC

CRD#: 338634Atlanta, GA 30327

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