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David W. Martin

SPLIZER INVEST
NOKESVILLE, VA
Some features on this profile are disabled
CRD#: 7926209
DM

Professional summary

David Wesley Martin is a registered financial advisor currently at SPLIZER INVEST located in Nokesville, Virginia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. David has worked at 2 firms and has passed the Series 65 and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Wesley 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

August 2, 2024 - Present

SPLIZER INVEST

RIA
CRD#: 331718
NOKESVILLE, VA
Past

December 11, 2025 - May 16, 2026

CORECAP ADVISORS

RIA
CRD#: 158819
Nokesville, VA

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
District of Columbia
(10/28/2024)
IAR
Maryland
(1/24/2025)
IAR
Virginia
(8/2/2024)
IAR
West Virginia
(9/17/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/7/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/8/2024
Securities Industry Essentials Examination

Current Firm

SI
SPLIZER INVEST
SPLIZER FINANCIAL ADVISORS | SPLIZER WEALTH MANAGEMENT | SPLIZER RETIREMENT SERVICES | SPLIZER INVEST, PLLC | SPLIZER INVEST, LLC | SPLIZER INVEST

CRD#: 331718 / SEC#:

District of Columbia
Registered Investment Advisory firm - (10/28/2024 Approved)
Maryland
Registered Investment Advisory firm - (1/24/2025 Approved)
Virginia
Registered Investment Advisory firm - (8/2/2024 Approved)
West Virginia
Registered Investment Advisory firm - (9/17/2024 Approved)
Loading...

Contact information

Main Address
Nokesville, VA
Mailing Address
Po Box 418, Nokesville, VA 20182
Phone number
(571) 207-7604
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts41
AUM (Assets Under Management)$ 6,081,963

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SPLIZER INVEST

CRD#: 331718Nokesville, VA

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