Paul A. Martin

PROPER WEALTH

TALLAHASSEE, FL 32308

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CRD#: 6750145

Professional summary

Paul Andrew Martin, who also goes by Andrew Martin, is a registered financial advisor currently at PROPER WEALTH located in Tallahassee, Florida and LPL FINANCIAL LLC located in Tallahassee, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered 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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Martin

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) Mr. Martin is dually registered with LPL Financial, LLC ("LPL Financial") and PW Advisors, LLC ("Proper Wealth"). Mr. Martin has served as an investment advisor representative for Proper Wealth and as a registered representative for LPL Financial since October 2025. Business is conducted from 3233 Thomasville Road, Tallahassee, FL, 32308. Approximately 5% of Mr. Martin's time is for services as a registered representative and the balance as an investment advisor representative. 2) Licensed insurance agent; Not investment-related; 3233 Thomasville Road, Tallahassee, FL, 32308; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Andrew Martin'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

October 27, 2025 - Present

PROPER WEALTH

Office #1: 3233 Thomasville Road, Tallahassee, FL 32308

RIA

CRD#: 336499

TALLAHASSEE, FL

Current

September 5, 2025 - Present

LPL FINANCIAL LLC

Office #1: 3233 Thomasville, Tallahassee, FL 32308

RIA

CRD#: 6413

TALLAHASSEE, FL

Past

May 1, 2017 - December 3, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

TALLAHASSEE, FL

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(9/5/2025)

IAR

Florida
(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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/1/2025

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/9/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/5/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/17/2025

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/1/2017

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

PROPER WEALTH

PROPER WEALTH | PW ADVISORS, LLC | PW ADVISORS

CRD#: 336499 / SEC#: 801-132980

RIA

Registered Investment Advisory firm - (6/23/2025 120-Day Approval)

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Contact information

Main Address

3233 Thomasville Road, Tallahassee, FL 32308

Mailing Address

Phone number

(850) 972-9725

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PROSPER WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/20/2025)

Regulatory assets under management

Total Number of Accounts	506
AUM (Assets Under Management)	$ 131,250,000

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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Paul A. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Andrew Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/1/2025

Series 63

Date: 5/9/2017

Series 7TO

Date: 9/5/2025

SIE

Date: 6/17/2025

Series 6

Date: 5/1/2017

FINRA

Current Firm

PROPER WEALTH

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROPER WEALTH

TRUST BUT VERIFY

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