AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
EM

Eric R. Martin

OXFORD MARTIN
Wakefield, MA 01880
Some features on this profile are disabled
CRD#: 7315457
EM

Professional summary

Eric Ryan Martin, who also goes by Eric Martin, is a registered financial advisor currently at OXFORD MARTIN, LLC located in Wakefield, Massachusetts.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Eric has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eric 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.
Business name: Melrose Accounting & Tax Specialists o Is the business investment-related: No o Business Address: 1 Essex Green Dr. Peabody, MA 01960 o Nature of the other business: Accounting o Your position, title, or relationship with the other business: Clerk o The start date of your relationship: 1/1/19 o Approximate number of hours/month you devote to the other business: 10 o Approximate number of hours you devote to the other business during securities trading hours: 0 o Briefly describe your duties relating to the other business: Clerical/Administration duties. Including; Website updates, scanning documents, and mailing correspondence.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Ryan 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®
None

Experience

Current

October 28, 2021 - Present

OXFORD MARTIN, LLC

Office #1: 301 Edgewater Place Suite 100, Wakefield, MA 01880
RIA
CRD#: 316388
Wakefield, MA
Past

June 3, 2021 - July 26, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
MERRIMACK, NH
Past

March 3, 2021 - July 21, 2021

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH

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
Massachusetts
(10/28/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/1/2021
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/11/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/3/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/24/2021
Securities Industry Essentials Examination

Current Firm

OM
OXFORD MARTIN, LLC
OXFORD MARTIN, LLC

CRD#: 316388 / SEC#:

Massachusetts
Registered Investment Advisory firm - (10/28/2021 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
301 Edgewater Place Suite 100, Wakefield, MA 01880
Mailing Address
Phone number
(617) 932-9861
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts108
AUM (Assets Under Management)$ 22,130,474

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

OXFORD MARTIN, LLC

CRD#: 316388Wakefield, MA 01880

TRUST BUT VERIFY

Monitor Eric Martin

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

TR
Tamara RoseAdvisorCheck Check Mark
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
RR
BOSTON, MA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.