Martin H. Bublitz

TREEVIEW CAPITAL

MILL CREEK, WA

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CRD#: 5894928

Professional summary

Martin Harald Bublitz, who also goes by Martin Bublitz, is a registered financial advisor currently at TREEVIEW CAPITAL located in Mill Creek, Washington.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Martin has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Martin Bublitz

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.

1) BUBLITZ HOLDINGS LLC; NON-INVESTMENT RELATED; 14127 24TH DR SE, MILL CREEK, WA 98012; HOLDING COMPANY; MANAGING MEMBER; 08/2013; APPROX. 2 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; CORPORATE ENTITY HOLDING ALL MEMBERSHIP INTERESTS IN PRINCIPAL BUSINESS ACTIVITY OF INDIVIDUAL; OWNER, MANAGING MEMBER, AND CORPORATE OFFICER. 2) CASCADE CLOUD SERVICES LLC; NON-INVESTMENT RELATED; 14127 24TH DR SE, MILL CREEK, WA 98012; IT CONSULTANCY; PRINCIPAL CONSULTANT; 04/2016; APPROX. 160 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; PRINCIPAL IT CONSULTANT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Harald Bublitz'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®

None

Experience

Current

March 17, 2025 - Present

TREEVIEW CAPITAL

RIA

CRD#: 334591

MILL CREEK, WA

Past

March 1, 2024 - January 20, 2025

CORNERSTONE ALTERNATIVES

RIA

CRD#: 330043

MILL CREEK, WA

Past

April 25, 2011 - December 31, 2013

TREEVIEW CAPITAL MANAGEMENT LLC

RIA

CRD#: 155038

TIGARD, OR

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".

TREEVIEW CAPITAL

TREEVIEW CAPITAL | TREEVIEW CAPITAL MANAGEMENT LLC

CRD#: 334591 / SEC#: 801-132184

RIA

Registered Investment Advisory firm - (3/17/2025 Approved)

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

Washington
(3/17/2025)

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

State Security Law Exam

IAR

Series 65

Date: 2/2/2024

Uniform Investment Adviser Law Examination

Current Firm

TREEVIEW CAPITAL

TREEVIEW CAPITAL | TREEVIEW CAPITAL MANAGEMENT LLC

CRD#: 334591 / SEC#: 801-132184

RIA

Registered Investment Advisory firm - (3/17/2025 Approved)

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Contact information

Main Address

Mill Creek, WA

Mailing Address

Phone number

(425) 224-2552

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TREEVIEW CAPITAL BROCHURE (2/19/2025)

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.

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Martin H. Bublitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Harald Bublitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

TREEVIEW CAPITAL

CORNERSTONE ALTERNATIVES

TREEVIEW CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

TREEVIEW CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 2/2/2024

Current Firm

TREEVIEW CAPITAL

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

TREEVIEW CAPITAL

TRUST BUT VERIFY

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