Bertram T. Martin
Professional summary
Bertram Templin Martin III, who also goes by Bert T Martin, Bertram Templin Martin, is a registered financial advisor currently at RIVERGLADES FAMILY OFFICES, LLC located in St. Petersburg, Florida and MARTIN CAPITAL MANAGEMENT located in St. Petersburg, Florida.
Bertram is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Bertram has worked at 5 firms and has passed the Series 65, Series 66 and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bertram Templin Martin III's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 2, 2021 - Present
RIVERGLADES FAMILY OFFICES, LLC
Office #1: 705 14th Ave Ne, St. Petersburg, FL 33701June 3, 2022 - Present
MARTIN CAPITAL MANAGEMENT
September 7, 2020 - February 1, 2021
COLLABORATION CAPITAL LLC
August 9, 2016 - December 16, 2020
SUNCOAST EQUITY MANAGEMENT, LLC
March 30, 2009 - October 27, 2009
TRANSAMERICA FINANCIAL ADVISORS, LLC
December 17, 2008 - October 27, 2009
TRANSAMERICA FINANCIAL ADVISORS, LLC
Primary Firm SEC Registration
RIVERGLADES FAMILY OFFICES, LLC
CRD#: 171584 / SEC#: 801-79857
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/2/2021)
Exams
Current Firm
RIVERGLADES FAMILY OFFICES, LLC
CRD#: 171584 / SEC#: 801-79857
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 200 |
| AUM (Assets Under Management) | $ 221,381,648 |
Red Flags
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