Martin Smulison, financial advisor Oceanside NY
96 score

Martin Smulison

CRD Number: 1235256
Current Firm: Legend Advisory Corporation

Martin Smulison (CRD# 1235256) is an Investment Advisor Representative working at Legend Advisory Corporation in Oceanside, NY and has over 33 years of experience in the finance industry. Martin Smulison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Legend Advisory Corporation Palm Beach Gardens, FL Jul 2011 - Current 6
Legend Equities Corporation Palm Beach Gardens, FL Jan 1984 - Current 33
Martin Smulison, Cpa Oceanside, NY Jun 1979 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
Contact Info for Martin R. Smulison
Phone Number: (866) 774-8671
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    2,105
    MILLIONS
  • Total Number of Accounts
    29,775
    ACCOUNTS
  • Average Account Value
    $70,710
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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