Tobias Martyn, financial advisor Honolulu HI
93 score

Tobias Martyn

CRD Number: 1218523
Current Firm: Stifel, Nicolaus & Company, Incorporated

Tobias Martyn (CRD# 1218523) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Honolulu, HI and has over 25 years of experience in the finance industry.

Similar Advisors
Gabe Stepanic, financial advisor Honolulu HI
Gabe Stepanic
CRD# 4620767
National Planning Corporation ("npc Of America" In Fl & Ny)
Score
103
Similar Advisors
David Chang, financial advisor Honolulu HI
David S. Chang
CRD# 5020283
Wealthbridge, Inc.
Score
98
Similar Advisors
Steven Clissold, financial advisor Honolulu HI
Steven J. Clissold
CRD# 1683617
Sjc Capital Advisors LLC
Score
98
Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated Honolulu, HI Jul 2011 - Current 5
Unemployed Honolulu, HI Mar 2011 - Jul 2011 < 1
Bank Of Hawaii Honolulu, HI Aug 2004 - Mar 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Tobias M. Martyn
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Tobias Martyn and other advisors.
BADGES
93
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.