Thomas Martin, financial advisor Cheshire CT
90 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 4 years of experience in the finance industry.

Similar Advisors
James Thibault, financial advisor Cheshire CT
James A. Thibault
CRD# 4837211
Barron Financial Group, LLP
Similar Advisors
Bruce Anesi, CFP®, financial advisor Cheshire CT
Bruce W. Anesi, CFP®
CRD# 4831144
Private Advisor Group, LLC
Similar Advisors
Timothy Baker, financial advisor Cheshire CT
Timothy J. Baker
CRD# 5030137
Wealthshape LLC
Company Name Location Dates Years
Clear Path Financial Planning, LLC Cheshire, CT Oct 2015 - Current 2
Connecticut Professional Photographer's Assoc Lichfield, CT Apr 2015 - Current 3
Various Insurance Carriers For W&r Insurance Agencies Cheshire, CT Mar 2014 - Current 4
Netmartin, LLC Cheshire, CT Feb 2003 - Current 15
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
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.