Nicholas MartinCRD Number: 6962936
Current Firm: Fidelity Personal And Workplace Advisors
Nicholas Martin (CRD# 6962936) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Paramus, NJ and has over 4 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Fidelity Brokerages Services LLC||Paramus, NJ||May 2018 - Current||4|
|Rutgers Business School||Newark, NJ||Sep 2014 - May 2018||3|
|Stryker Corp||North Arlington, NJ||May 2016 - Sep 2016||< 1|
|North Arlington Schools||North Arlington, NJ||Sep 2000 - Jun 2014||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2018|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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