Martin Cass, financial advisor West Palm Beach FL
93 score

Martin Cass

CRD Number: 3007774
Current Firm: Capital Guardian Wealth Management, LLC

Martin Cass (CRD# 3007774) is an Investment Advisor Representative working at Capital Guardian Wealth Management, LLC in West Palm Beach, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Guardian, LLC West Palm Beach, FL Aug 2009 - Current 7
Capital Guardian Wealth Management, LLC West Palm Beach, FL Aug 2009 - Current 7
Triad Advisors, Inc. Norcross, GA Oct 2007 - Aug 2009 1
Centermark Capital Management, LLC Cornelius, NC Oct 2005 - Aug 2009 3
Cass, Levy, & Leone, Lc West Palm Bch, FL Sep 1988 - Oct 2007 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Aug 2008
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for Martin Cass
Phone Number: 704-705-1860
Registered State(s):
  • AZ
  • FL
  • IL
By the Numbers
  • Total Assets Under Management
    480
    MILLIONS
  • Total Number of Accounts
    2,080
    ACCOUNTS
  • Average Account Value
    $230,895
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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