MM
Marcus A. Martin
MARTIN, MARCUS
Crested Butte, CO
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CRD#: 7675343
MM
Professional summary
Marcus Andrew Martin is a registered financial advisor currently at MARTIN, MARCUS located in Crested Butte, Colorado.
Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Marcus 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.
Marcus A. Martin, Esq. LLC. Legal services (non investment related ); 11 Ruth's Road, Crested Butte, CO 81224; 100% owner; attorney; started June 1998; less than 10% of time and income annually, or 10 to 15 hours per month; do not work during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Marcus Andrew 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
February 27, 2023 - Present
MARTIN, MARCUS
RIA
CRD#: 324581
Crested Butte, CO
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
Colorado(2/27/2023)
Current Firm
MM
MARTIN, MARCUS
MARCUS ANDREW MARTIN | MARTIN, MARCUS
CRD#: 324581 / SEC#:
Colorado
Registered Investment Advisory firm - (2/27/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Crested Butte, CO
Mailing Address
Phone number
(303) 819-7342
Established
Firm type
Fiscal year end
# of Employees
1
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.
