AM
Adam Martin
ADVANCED WEALTH MANAGEMENT
SARASOTA, FL 34236
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CRD#: 6870073
AM
Professional summary
Adam Martin is a registered financial advisor currently at ADVANCED WEALTH MANAGEMENT located in Sarasota, Florida.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Adam 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.
MAZ Group LLC Not investment related 2484 Cover Ln, North Port FL 34286 E-Commerce Owner Owner 7/30/2021 0 0 Owner, planned on setting up an e-commerce site as a side gig but never got up and running.
CRS (Client Relationship Summary) - RIA
Click below to view Adam 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
March 21, 2022 - Present
ADVANCED WEALTH MANAGEMENT
Office #1: 1990 Main Street Suite 750, Sarasota, FL 34236RIA
CRD#: 284438
SARASOTA, 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.Highlighted states indicate IAR registrations
IAR
Florida(3/21/2022)
Current Firm
AW
ADVANCED WEALTH MANAGEMENT
ADVANCED RETIREMENT PLANNERS | ALL STAR ADVISORS | ADVANCED WEALTH MANAGEMENT, LLC | ADVANCED WEALTH MANAGEMENT
CRD#: 284438 / SEC#:
Florida
Registered Investment Advisory firm - (8/16/2016 Approved)New York
Registered Investment Advisory firm - (12/31/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1990 Main Street Suite 750, Sarasota, FL 34236
Mailing Address
Phone number
(941) 451-8512
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 499 |
| AUM (Assets Under Management) | $ 76,234,403 |
Red Flags
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