Mathew Martin (CRD# 7459845) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Simsbury, CT and has 1 year of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Matt Martin Insurance Agency | Simsbury, CT | Dec 2023 - Current | < 1 |
| State Farm Investment Management Corp | Simsbury, CT | Dec 2023 - Current | < 1 |
| State Farm Vp Management Corp | Simsbury, CT | Dec 2023 - Current | < 1 |
| State Farm Insurance | West Hartford, CT | Jul 2023 - Dec 2023 | < 1 |
| State Farm Vp Management Corp | West Hartford, CT | Jul 2023 - Dec 2023 | < 1 |
| State Farm Investment Management Corp | West Hartford, CT | Jul 2023 - Dec 2023 | < 1 |
| State Farm Investment Management Corp | Lebanon, NH | May 2023 - Jul 2023 | < 1 |
| State Farm Investment Management Corp | Concord, NH | May 2023 - Jul 2023 | < 1 |
| State Farm Vp Management Corp | Lebanon, NH | Oct 2022 - Jul 2023 | < 1 |
| Ben Russo Insurance Agency | Lebanon, NH | Oct 2022 - Jul 2023 | < 1 |
| Ben Russo Insurance Agency | Concord, NH | Sep 2021 - Jul 2023 | 1 |
| State Farm Vp Management Corp | Concord, NH | Sep 2021 - Jul 2023 | 1 |
| Unemployed | Laconia, NH | Jul 2021 - Sep 2021 | < 1 |
| Aaa Insurance | Concord, NH | May 2021 - Jul 2021 | < 1 |
| Pillpack | Manchester, NH | Jul 2020 - May 2021 | < 1 |
| Unemployed | Laconia, NH | Mar 2020 - Jul 2020 | < 1 |
| The Downtown Gym | Laconia, NH | Oct 2019 - Mar 2020 | < 1 |
| Pivotal Nutrition And Training | Laconia, NH | Oct 2019 - Mar 2020 | < 1 |
| Unemployed | Laconia, NH | Aug 2019 - Oct 2019 | < 1 |
| Bellingham Fitness | Bellingham, WA | Nov 2018 - Aug 2019 | < 1 |
| Smithfield Plumbing And Heating Supply | Twin Mountain, NH | Aug 2018 - Nov 2018 | < 1 |
| Unemployed | Whitefield, NH | Jul 2018 - Aug 2018 | < 1 |
| Country Club Of South Carolina | Florence, SC | Apr 2018 - Jul 2018 | < 1 |
| Unemployed | Florence, SC | Mar 2018 - Apr 2018 | < 1 |
| Healthtrax Fitness And Wellness | Avon, CT | Apr 2016 - Mar 2018 | 1 |
| Adirondack Medical Center | Saranac Lake, NY | Jan 2016 - Apr 2016 | < 1 |
| Unemployed | Saranac Lake, NY | Dec 2015 - Jan 2016 | < 1 |
| Full Time Student | Oswego, NY | Aug 2011 - Dec 2015 | 4 |
| T.f. Finnegans | Saranac Lake, NY | Jun 2015 - Aug 2015 | < 1 |
| Unemployed | Oswego, NY | Sep 2014 - Jun 2015 | < 1 |
| Whiteface Lodge | Lake Placid, NY | Jun 2014 - Aug 2014 | < 1 |
| Price Chopper Supermarkets | Lake Placid, NY | Jun 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2022 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
- NY
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, WY
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