Joseph Martin, financial advisor San Mateo CA

Joseph Martin

CRD Number: 3058406
Current Firm: Summitry, LLC

Joseph Martin (CRD# 3058406) is an Investment Advisor Representative working at Summitry, LLC in San Mateo, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
The Golub Group San Mateo, CA Oct 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Joseph A. Martin
Phone Number: 650-212-2240
Firm Website: http://www.summitry.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,989
    MILLIONS
  • Total Number of Accounts
    3,120
    ACCOUNTS
  • Average Account Value
    $637,399
Compensation Options
  • A percentage of assets under your management
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, HI, ID, LA, MA, NC, NV, NY, OR, TN, TX, WA

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