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Martin B Peskin

Sovereign Wealth Advisors LLC

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About Martin B Peskin

Martin Peskin is an Investment Advisor Representative associated with Sovereign Wealth Advisors LLC. Martin has been in the securities industry for over 20 years, beginning in October 1996. Martin has licenses to practice in 7 states and has passed a number of industry examinations including Series 63, Series 65, Series 7, Series 31 and SIE. The firm is a Registered Investment Advisor with a focus on providing portfolio management services for individuals.

Firm Information

Martin Peskin is currently registered with Sovereign Wealth Advisors LLC. Sovereign Wealth Advisors LLC is a Houston, TX-based registered investment advisor with 31 investment advisor representatives and over $547 million in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, pension plans, charitable organizations, and individuals other than high-net-worth.
Sovereign Wealth Advisors LLC

3120 SOUTHWEST FRWY

HOUSTON, TX 77098

$547.40M

Assets Under Management

5

Total Clients

25

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Martin Peskin’s Registration & Firm History

TX

01/17/2020 - Present

Sovereign Wealth Advisors LLC (HOUSTON TX)

NY

10/04/1996 - 11/02/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 10/17/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 10/03/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Martin B Peskin.
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