Nathan J. Martin

BENSALEM, PA

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CRD#: 7702114

Professional summary

Nathan Joseph Martin, who also goes by Nathen Joseph Martin, was a registered financial advisor .

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Nathan had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathen Joseph 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.

1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Harbour Closing Company; Not investment-related; Bensalem, PA 19020; Owner; Mobile notary and real estate wholesaling; Conduct homeclosings as a notary and wholesale property; Approx. 40% of time during the month.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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 30, 2025 - Present

BENSALEM, PA

Past

July 25, 2023 - August 1, 2025

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

Allentown, PA

Past

March 9, 2023 - August 4, 2025

LPL FINANCIAL LLC

CRD#: 6413

ALLENTOWN, PA

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
(10/30/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/8/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/9/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/6/2022

Securities Industry Essentials Examination

Current firm

No current employment

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.

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Nathan J. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/8/2023

Series 7TO

Date: 3/9/2023

SIE

Date: 12/6/2022

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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