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Margaret Marie Martin

Vanderbilt Advisory Services

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About Margaret Marie Martin

Margaret Marie Martin is an investment advisor representative with Vanderbilt Advisory Services, based in Santa Rosa, California. Margaret Marie Martin has been working in the financial industry since 2017, and previously worked for PARSONEX SECURITIES, INC. and PFS INVESTMENTS INC.. Margaret Marie Martin holds a Series 6, Series 7TO, Series 26, and Series 63 licenses, as well as the SIE exam. Margaret Marie Martin specializes in providing financial planning, portfolio management for individuals and businesses, and financial advice to clients.

Firm Information

Margaret Martin is currently registered with Vanderbilt Advisory Services. Vanderbilt Advisory Services is an investment advisory firm headquartered in Woodbury, New York. They provide financial planning, portfolio management for individuals and businesses, and have over $1 billion to $10 billion in assets under management. They serve a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
Vanderbilt Advisory Services

125 FROEHLICH FARM BLVD.

WOODBURY, NY 11797

$1.62B

Assets Under Management

64

Total Clients

123

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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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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Margaret Martin’s Registration & Firm History

CA

04/06/2022 - Present

Vanderbilt Advisory Services (Santa Rosa CA)

CA

07/04/2019 - 01/24/2022

PARSONEX SECURITIES, INC. (Orange CA)

CA

03/21/2017 - 06/26/2019

PFS INVESTMENTS INC. (ROHNERT PARK CA)

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Licenses & Designations

IA

Issued 03/31/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/04/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/15/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Margaret Marie Martin. Review regulatory record here.
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