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LM

Leandro P. Martins

GOLDMAN SACHS CUSTODY SOLUTIONS
Salt Lake City, UT 84101
Some features on this profile are disabled
CRD#: 6081319
LM

Professional summary

Leandro P Martins, who also goes by Leandro Prudencio Martins, Leo Martins, is a registered financial professional currently at GOLDMAN SACHS CUSTODY SOLUTIONS located in Salt Lake City, Utah.

Leandro is registered as a RR (Registered Representative) and started their career in finance in 2024. Leandro has worked at 1 firm and has passed the Series 99TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Leandro Prudencio Martins | Leo Martins

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Leandro P Martins'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

August 17, 2024 - Present

GOLDMAN SACHS CUSTODY SOLUTIONS

Office #1: 222 South Main Street, Salt Lake City, UT 84101
BD
CRD#: 48015
Salt Lake City, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 8/16/2024
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 7/18/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

GS
GOLDMAN SACHS CUSTODY SOLUTIONS
DIRECTINDEXER | VIA FOLIO | GOLDMAN SACHS CUSTODY SOLUTIONS | FOLIO[FN] INVESTMENTS, INC. | FOLIOTRADE BROKERAGE LLC | FOLIOFN INVESTMENTS, INC. | FOLIOFIRST | FOLIO RESEARCH, LLC | FOLIO RESEARCH | FOLIO INVESTMENTS, INC. | FOLIO INVESTING | FOLIO INSTITUTIONAL | FOLIO CLIENT

CRD#: 48015 / SEC#: , 8-52009

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
8180 Greensboro Dr 8th Floor, Mclean, VA 22102
Mailing Address
8180 Greensboro Dr 8th Floor, Mclean, VA 22102
Phone number
(703) 245-4000
Established
Virginia since 01/10/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FOLIO FINANCIAL, INC. (D/B/A GOLDMAN SACHS CS HOLDINGS)100 % SHAREHOLDER
AKINOLA, TEMIDAYODIRECTOR7022068
ARNOLD, EDWARD RAYMONDCHIEF COMPLIANCE OFFICER1876464
EISENSTEIN, JEREMY SCHIEF EXECUTIVE OFFICER & PRESIDENT4972748
FYFFE, JAMES COMPEAUCHIEF FINANCIAL OFFICER, FINOP & PFO2619159
GERAGHTY, PETER RICHARDGENERAL COUNSEL4930752
KHANNA, SAATWIKDIRECTOR4885372
SIEGLER, ADAM JAMESDIRECTOR5112351
TRILLO, CYNTHIACOO, POO & DIRECTOR5577678

Disclosures

Regulatory Event7
Arbitration1

Red Flags

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Company Information

GOLDMAN SACHS CUSTODY SOLUTIONS

CRD#: 48015Salt Lake City, UT 84101

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