David Martens, financial advisor San Mateo CA

David Martens

CRD Number: 5894844
Current Firm: Fisher Investments

David Martens (CRD# 5894844) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments San Mateo, CA Sep 2015 - Current 7
Unemployed Orinda, CA May 2015 - Sep 2015 < 1
St. Mary's College Moraga, CA Dec 2013 - May 2015 1
Unemployed Orinda, CA Apr 2013 - Dec 2013 < 1
Northwestern Mutual Investment Services, LLC Pleasanton, CA Jun 2012 - Apr 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for David H. Martens
Phone Number: 800-851-8845
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    208,905
    MILLIONS
  • Total Number of Accounts
    217,207
    ACCOUNTS
  • Average Account Value
    $961,779
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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