Paul Andrew Martin
Professional Summary
Paul Andrew Martin, who also goes by Andrew Martin, is a registered financial advisor currently at PROPER WEALTH located in Tallahassee, Florida. Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Paul has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Andrew Martin
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PROPER WEALTH | PW ADVISORS, LLC | PW ADVISORS
Contact Information
Main Address
3233 Thomasville Road, Tallahassee, FL 32308Phone Number
(850) 972-9725# of Employees
7SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
500AUM (Assets Under Management)
$131,822,610Similar Advisors
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
PROPER WEALTH | PW ADVISORS, LLC | PW ADVISORS
State Registrations and Notice Filings
(10/27/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2017About the Series 6 examSimilar Advisors
CRS (Client Relationship Summary) - RIA
Click below to view Paul Andrew Martin's CRS (Customer Relationship Summary).