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MS

Martin Sanchez

CAPITAL INVESTMENT PARTNERS LLC
Gainesville, GA 30501
Some features on this profile are disabled
CRD#: 7053447
MS

Professional summary

Martin Sanchez is a registered financial advisor currently at CAPITAL INVESTMENT PARTNERS LLC located in Gainesville, Georgia.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Martin has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

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.
LANIER SOCCER ASSOCIATION 2500 ALLEN CREEK SOCCER COMPLEX - HEAD SOCCER COACH SINCE 8/2013 - APPROX 28-40 HRS/MO - SALARIED 0 DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Sanchez'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®
None

Experience

Current

March 23, 2021 - Present

CAPITAL INVESTMENT PARTNERS LLC

Office #1: 204 W. Academy Street, Gainesville, GA 30501
RIA
CRD#: 309469
Gainesville, GA
Past

July 22, 2019 - October 22, 2020

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
GAINESVILLE, GA
Past

March 6, 2019 - July 3, 2019

EDWARD JONES

RIA
CRD#: 250
BUFORD, GA
Past

February 9, 2019 - July 3, 2019

EDWARD JONES

BD
CRD#: 250
BUFORD, GA

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
Georgia
(3/23/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/4/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/9/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/16/2019
Securities Industry Essentials Examination

Current Firm

CI
CAPITAL INVESTMENT PARTNERS LLC
CAPITAL INVESTMENT PARTNERS LLC

CRD#: 309469 / SEC#:

Georgia
Registered Investment Advisory firm - (7/31/2020 Approved)
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Contact information

Main Address
204 W. Academy Street, Gainesville, GA 30501
Mailing Address
Phone number
(678) 622-1676
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts155
AUM (Assets Under Management)$ 41,229,430

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.

Company Information

CAPITAL INVESTMENT PARTNERS LLC

CRD#: 309469Gainesville, GA 30501

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