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Martin Anthony Smith

Ironwood Financial, LLC

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About Martin Anthony Smith

Martin Anthony Smith is a financial advisor with over 20 years of experience in the industry. Martin is currently registered with Ironwood Financial, LLC in Tucson, Arizona. Previously, Martin was registered with Davis Distributors, LLC and Charles Schwab & Co., Inc. Martin has a Series 7, Series 31, and Series 63 license, as well as a Series 65 license. Martin holds the Certified Financial Planner designation.

Firm Information

Martin Smith is currently registered with Ironwood Financial, LLC. Ironwood Financial, LLC is a Tucson, AZ-based investment advisor with 11 licensed agents and investment advisor representatives. The firm manages $574,853,371 in assets for individuals, corporations, pension plans, and charitable organizations. Ironwood Financial offers financial planning, pension consulting, and portfolio management services.
Ironwood Financial, LLC

1926 E. FT. LOWELL ROAD

TUCSON, AZ 85719

$574.85M

Assets Under Management

Not reported

Total Clients

7

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 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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percentage of assets

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

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Martin Smith’s Registration & Firm History

AZ

03/27/2024 - Present

Ironwood Financial, LLC (TUCSON AZ)

AZ

08/30/2017 - 03/05/2024

DAVIS DISTRIBUTORS, LLC (TUCSON AZ)

AZ

10/10/2000 - 02/28/2007

DAVIS DISTRIBUTORS, LLC (TUCSON AZ)

TX

01/21/2000 - 10/10/2000

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

09/11/1998 - 12/22/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 09/21/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/29/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2017

Series 7 - General Securities Representative Examination

BC

Issued 10/07/1998

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Martin Anthony Smith.
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