Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Barth is a financial advisor with over 20 years of experience in the industry. Martin has worked with several firms throughout his career, including SW Financial, Joseph Stone Capital L.L.C., Windsor Street Capital, LP, and Trident Partners LTD. Martin is currently a registered representative with Ni Advisors and is registered in Colorado, Florida, and New York. Martin specializes in providing financial planning and portfolio management services for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Share fees with third party asset managers
1
2
CA
03/23/2022 - Present
NI Advisors (MILPITAS CA)
NY
09/20/2018 - 03/23/2022
SW FINANCIAL (MELVILLE NY)
NY
05/22/2018 - 10/02/2018
JOSEPH STONE CAPITAL L.L.C. (NEW YORK NY)
NY
11/05/2016 - 05/14/2018
WINDSOR STREET CAPITAL, LP (NEW YORK NY)
NY
07/29/2016 - 11/01/2016
TRIDENT PARTNERS LTD. (Hauppauge NY)
NY
02/26/2013 - 08/04/2016
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
NY
03/01/2011 - 02/25/2013
AXA ADVISORS, LLC (COLD SPRING NY)
NJ
05/28/2009 - 03/01/2011
CAPITOL SECURITIES MANAGEMENT, INC. (FLORHAM PARK NJ)
NY
05/03/2005 - 06/16/2009
WELLS FARGO ADVISORS, LLC (NEWBURGH NY)
NY
07/31/2008 - 08/07/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/25/1998 - 05/05/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/10/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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