Martin SmulisonCRD 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.
Legacy Care Wealth, LLC
H. Beck, Inc.
Ubs Financial Services Inc.
|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|
Total Assets Under Management2,105MILLIONS
Total Number of Accounts29,775ACCOUNTS
Average Account Value$70,710
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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