Gregory Martik, financial advisor Venetia PA

Gregory Martik

CRD Number: 1296865
Current Firm: Valley Brook Capital Group

Gregory Martik (CRD# 1296865) is an Investment Advisor Representative working at Valley Brook Capital Group in Venetia, PA and has over 39 years of experience in the finance industry. Gregory Martik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
James Greno, financial advisor Venetia PA
James R. Greno
CRD# 3221992
Cetera Investment Advisers LLC
Similar Advisors
Patrick Aaron, financial advisor Venetia PA
Patrick E. Aaron
CRD# 5335512
Lpl Financial LLC
Similar Advisors
Marybeth Abbiatici, financial advisor Venetia PA
Marybeth Abbiatici
CRD# 1498908
Robert W. Baird & Company Incorporated
Professional Designations
Company Name Location Dates Years
Valley Brook Capital Group, Inc. Venetia, PA Oct 2004 - Current 19
Dautrich Seiler Financial Services Inc. Nazareth, PA Feb 2005 - Jan 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Jan 1994
Contact Info for Gregory J. Martik
Phone Number: 724-941-8625
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    169
    MILLIONS
  • Total Number of Accounts
    314
    ACCOUNTS
  • Average Account Value
    $537,616
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
  • Pension consulting services
Types of Clients
Registered States

PA

Ready to hire a financial advisor? Get competitive proposals from Gregory Martik and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.