CM
Clint E. Martin
FUSION CAPITAL
Mt. Pleasant, SC 29464
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CRD#: 6060417
CM
Professional summary
Clint Edward Martin is a registered financial advisor currently at FUSION CAPITAL, LLC located in Mt. Pleasant, South Carolina.
Clint is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Clint has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Clint Edward Martin's 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®
NoneExperience
Current
November 26, 2014 - Present
FUSION CAPITAL, LLC
Office #1: 1459 Stuart Engals Blvd Suite 301, Mt. Pleasant, SC 29464RIA
CRD#: 154726
Mt. Pleasant, SC
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".
FC
FUSION CAPITAL, LLC
FUSION CAPITAL, LLC | OPTIMAL WEALTH STRATEGIES
CRD#: 154726 / SEC#: 801-110473
RIA
Registered Investment Advisory firm - (4/21/2017 Approved)Georgia
Registered Investment Advisory firm - (5/3/2017 Terminated)New York
Registered Investment Advisory firm - (4/26/2017 Terminated)North Carolina
Registered Investment Advisory firm - (4/26/2017 Terminated)South Carolina
Registered Investment Advisory firm - (4/26/2017 Terminated)Texas
Registered Investment Advisory firm - (12/31/2015 Terminated)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
South Carolina(11/26/2014)
Current Firm
FC
FUSION CAPITAL, LLC
FUSION CAPITAL, LLC | OPTIMAL WEALTH STRATEGIES
CRD#: 154726 / SEC#: 801-110473
RIA
Registered Investment Advisory firm - (4/21/2017 Approved)Georgia
Registered Investment Advisory firm - (5/3/2017 Terminated)New York
Registered Investment Advisory firm - (4/26/2017 Terminated)North Carolina
Registered Investment Advisory firm - (4/26/2017 Terminated)South Carolina
Registered Investment Advisory firm - (4/26/2017 Terminated)Texas
Registered Investment Advisory firm - (12/31/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1459 Stuart Engals Blvd Suite 301, Mt. Pleasant, SC 29464
Mailing Address
Phone number
(843) 972-0065
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,809 |
| AUM (Assets Under Management) | $ 405,416,172 |
Red Flags
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