Thomas Martin, financial advisor Cheshire CT
89 score

Thomas Martin

CRD Number: 5900181
Current Firm: Clear Path Financial Planning

Thomas Martin (CRD# 5900181) is an Investment Advisor Representative working at Clear Path Financial Planning in Cheshire, CT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Clear Path Financial Planning, LLC Cheshire, CT Oct 2015 - Current 1
Connecticut Professional Photographer's Assoc Lichfield, CT Apr 2015 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Cheshire, CT Mar 2014 - Current 2
Netmartin, LLC Cheshire, CT Feb 2003 - Current 13
Waddell & Reed, Inc. Hamden, CT Mar 2014 - Oct 2015 1
Metlife Securities Inc. Glastonbury, CT Nov 2013 - Feb 2014 < 1
Adt Security Wallingford, CT Oct 2013 - Feb 2014 < 1
Traeger LLC Hartford, CT Jun 2013 - Nov 2013 < 1
Waddell & Reed Inc. Hamden, CT Mar 2013 - Jul 2013 < 1
Various Insurance Carriers For W&r Insurance Agencies Cheshire, CT Mar 2013 - Jun 2013 < 1
Insphere Cromwell, CT Dec 2011 - May 2013 1
Waddell & Reed, Inc. Hamden, CT Mar 2011 - Nov 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Thomas C. Martin
Phone Number: 203-671-4246
Registered State(s):
  • CT
Current Firm Details
Clear Path Financial Planning
Firm's CRD Number: 281777
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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