MS
Martin S. Siegmund
OVERRIDGE WEALTH ADVISORS
Decatur, TX 76234
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CRD#: 5965904
MS
Professional summary
Martin Scott Siegmund is a registered financial advisor currently at OVERRIDGE WEALTH ADVISORS located in Decatur, Texas.
Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Martin has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
SINCE OCTOBER OF 1982, I HAVE BEEN THE CO-OWNER AND VICE PRESIDENT OF ALEXANDER, SIEGMUND & BOOHER, PC, A NONINVESTMENT RELATED FIRM LOCATED AT 6300 RIDGLEA PLACE,STE. 611 FORT WORTH, TX 76116. I WORK AS A CERTIFIED PUBLIC ACCOUNT APPROXIMATELY 160 HOURS PER MONTH; 40 HOURS PER WEEK DURING SECURITY TRADING HOURS.
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
September 26, 2011 - Present
OVERRIDGE WEALTH ADVISORS
Office #1: 305 E Main Street, Decatur, TX 76234RIA
CRD#: 115009
Decatur, TX
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".
OW
OVERRIDGE WEALTH ADVISORS
BIG FOOT INVESTMENTS | SORENSEN WEALTH MANAGEMENT | OVERRIDGE WEALTH ADVISORS | LESTER LEE JOHNSON, JR | LEE JOHNSON CAPITAL MANAGEMENT, LLC | LEE JOHNSON CAPITAL MANAGEMENT
CRD#: 115009 / SEC#: 801-62355
RIA
Registered Investment Advisory firm - (9/16/2003 Approved)Texas
Registered Investment Advisory firm - (12/31/2002 Failure to Renew)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
Texas(9/26/2011)
Exams
Current Firm
OW
OVERRIDGE WEALTH ADVISORS
BIG FOOT INVESTMENTS | SORENSEN WEALTH MANAGEMENT | OVERRIDGE WEALTH ADVISORS | LESTER LEE JOHNSON, JR | LEE JOHNSON CAPITAL MANAGEMENT, LLC | LEE JOHNSON CAPITAL MANAGEMENT
CRD#: 115009 / SEC#: 801-62355
RIA
Registered Investment Advisory firm - (9/16/2003 Approved)Texas
Registered Investment Advisory firm - (12/31/2002 Failure to Renew)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6300 Ridglea Place Suite 1020, Fort Worth, TX 76116
Mailing Address
Phone number
(817) 738-1451
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 396 |
| AUM (Assets Under Management) | $ 238,178,154 |
Red Flags
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Company Information
OVERRIDGE WEALTH ADVISORS
CRD#: 115009Decatur, TX 76234TRUST BUT VERIFY
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