Martin Wasser, financial advisor Sandy UT

Martin Wasser

CRD Number: 2096984
Current Firm: Diversify Advisory Services, LLC

Martin Wasser (CRD# 2096984) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Dfpg Investments, Inc. Sandy, UT Oct 2017 - Current 6
Wasser Insurance & Finanical Services Agoura Hills, CA Jan 1991 - Current 33
American Financial Network Advisory Services LLC Calabasas, CA Sep 2014 - Jun 2018 3
United Planners' Financial Services Of America A Limited Partner Scottsdale, AZ Sep 2014 - Oct 2017 3
Securities America, Inc. Agoura, CA Jun 2010 - Sep 2014 4
Securities America Advisors, Inc. Agoura, CA Jun 2010 - Sep 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Martin S. Wasser
Phone Number: 801-838-9999
Registered State(s):
  • CA
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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