BM
Brian J. Martin
MARTIN & COMPANY
VALENCIA, CA 91355
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CRD#: 5390388
BM
Brian John MartinMARTIN & COMPANY
Professional summary
Brian John Martin is a registered financial advisor currently at MARTIN & COMPANY located in Valencia, California.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Brian has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Always Fiduciary
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.
Martin & Company;'NIR'~28494 Westinghouse Pl. Ste 111~Valencia~CA~91355~Accounting Services/Tax Preparation~Owner~1/1/2009~160hrs~80hrs~I spend the majority of my time preparing individual and corporate tax returns as well as meeting with clients to discuss those returns. I also handle miscellaneous HR duties as well as assist in staff meetings. Martin & Company Tax and Wealth Advisors;'NIR'~28494 Westinghouse Pl Ste 111~Valencia~CA~91355~Accounting Services/Tax Preparation~Employee~1/1/2018~160hrs~130hrs~Meeting with clients and preparing tax returns 3) MARTIAN ENTERPRISES POSITION: President NATURE: This S-corp is the partner in BS Partners, which was set up as the management company for our expenses and overhead related to our financial planning business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/18/2018 ADDRESS: 25128 Avenue Tibbitts #150, Valencia CA 91355, United States DESCRIPTION: I am the president of this S-corporation and my duties involve management, administration, tax preparation, and all related compliance tasks for the corporation. 4)BS PARTNERS POSITION: General Partner NATURE: This OBA was set up as the management company for our expenses and overhead related to our financial planning business. It was also set up so my partner and I can split the ownership of our financial services business provided through Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 25128 Avenue Tibbitts #150, Valencia CA 91355, United States DESCRIPTION: I am responsible for all the administration work related to this OBA. This includes the bookkeeping, bill paying, tax return preparation, and over all business compliance for the partnership. 5)BSMJ PROPERTIES, LLC POSITION: Managing Member NATURE: This OBA owns a commercial office building and is responsible for the management and leasing of the building. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2022 ADDRESS: 25128 Avenue Tibbitts #150, Valencia CA 91355, United States DESCRIPTION: I was involved in the identifying and purchasing of the property as well as the day to day management. This includes paying the bills, negotiating leases, and scheduling any maintenance.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 15, 2026 - Present
MARTIN & COMPANY
Office #1: 25128 Avenue Tibbitts Suite 150, Valencia, CA 91355RIA
CRD#: 342180
VALENCIA, CA
Past
September 5, 2025 - June 24, 2026
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
VALENCIA, CA
Past
September 5, 2025 - June 24, 2026
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
Valencia, CA
Past
May 19, 2008 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
VALENCIA, CA
Past
September 3, 2007 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Valencia, CA
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(6/16/2026)
IAR
Texas(6/15/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
M&
MARTIN & COMPANY
MARTIN & COMPANY | MARTIN ADVISORS LLC
CRD#: 342180 / SEC#: 801-136508
RIA
Registered Investment Advisory firm - (6/15/2026 120-Day Approval)Loading...
Contact information
Main Address
25128 Avenue Tibbitts Ste 150, Valencia, CA 91355
Mailing Address
Phone number
(661) 295-9070
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (2 States and Territories)
Documents
Red Flags
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Company Information
MARTIN & COMPANY
CRD#: 342180Valencia, CA 91355TRUST BUT VERIFY
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