BM
Benjamin L. Martik
VALLEY BROOK CAPITAL GROUP
Venetia, PA 15367
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CRD#: 6774926
BM
Professional summary
Benjamin Louis Martik is a registered financial advisor currently at VALLEY BROOK CAPITAL GROUP located in Venetia, Pennsylvania.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Benjamin 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.
BENJAMIN MARTIK INSURANCE SALES, VENETIA, PA, OCCASIONAL INSURANCE PRODUCT SALES DURING NORMAL TRADING HOURS. LESS THAN 1% OF TIME SPENT ON THIS ACTIVITY AND LESS THAN 1 HOUR PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Louis Martik'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
April 24, 2017 - Present
VALLEY BROOK CAPITAL GROUP
Office #1: 538 Valley Brook Road Suite 100, Venetia, PA 15367RIA
CRD#: 122460
Venetia, PA
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".
VB
VALLEY BROOK CAPITAL GROUP
BLUESTONE CAPITAL MANAGEMENT | VALLEY BROOK CAPITAL GROUP, INC. | VALLEY BROOK CAPITAL GROUP | RETIREMENT ADVISORS, INC. | MST WEALTH ADVISORS, LLC | BLUESTONE WEALTH ADVISORS, INC.
CRD#: 122460 / SEC#: 801-113710
RIA
Registered Investment Advisory firm - (7/27/2018 Approved)Ohio
Registered Investment Advisory firm - (4/21/2005 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/22/2018 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
Pennsylvania(4/24/2017)
Current Firm
VB
VALLEY BROOK CAPITAL GROUP
BLUESTONE CAPITAL MANAGEMENT | VALLEY BROOK CAPITAL GROUP, INC. | VALLEY BROOK CAPITAL GROUP | RETIREMENT ADVISORS, INC. | MST WEALTH ADVISORS, LLC | BLUESTONE WEALTH ADVISORS, INC.
CRD#: 122460 / SEC#: 801-113710
RIA
Registered Investment Advisory firm - (7/27/2018 Approved)Ohio
Registered Investment Advisory firm - (4/21/2005 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/22/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
538 Valley Brook Road Suite 100, Venetia, PA 15367
Mailing Address
Phone number
(724) 941-8625
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 313 |
| AUM (Assets Under Management) | $ 192,166,993 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
