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Andrew Bernard Martin

Quantum Financial Advisors Inc.

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About Andrew Bernard Martin

Andrew Bernard Martin is an Investment Advisor Representative registered with Quantum Financial Advisors Inc. Andrew has been with Quantum Financial Advisors Inc. since March 2004. Before joining Quantum Financial Advisors Inc., Andrew was associated with AXA ADVISORS, LLC. Andrew is also a Managing Partner at MARTIN & WALL CERTIFIED PUBLIC ACCOUNTANTS.

Firm Information

Andrew Martin is currently registered with Quantum Financial Advisors Inc.. Quantum Financial Advisors Inc. is a Rockville, MD-based registered investment advisor. The firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Quantum Financial Advisors Inc. manages $143,151,828 in regulatory assets under management, primarily for high-net-worth individuals and individuals other than high-net-worth. The firm's clientele includes charitable organizations.
Quantum Financial Advisors Inc.

51 MONROE STREET

ROCKVILLE, MD 20850

$143.15M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Martin’s Registration & Firm History

MD

01/08/2009 - Present

Quantum Financial Advisors Inc. (ROCKVILLE MD)

NY

01/31/2002 - 02/12/2004

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/11/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/30/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Bernard Martin.
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