linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Thomas Martines

Virtus Capital Markets LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Thomas Martines

Matthew Martines is a registered representative with Virtus Capital Markets LLC. Matthew has been working in the securities industry since July 2002. Matthew holds licenses for Series 7, 24, 52, 53, 63, 99, and 14. Matthew is registered in 8 states, including California, Connecticut, Florida, Illinois, New Jersey, New York, Texas, and Virginia. Before joining Virtus Capital Markets LLC, Matthew worked for Brownstone Investment Group, LLC, Morgan Stanley, and Morgan Stanley & Co. Incorporated.

Firm Information

Matthew Martines is currently registered with Virtus Capital Markets LLC. Virtus Capital Markets LLC is a Limited Liability Company formed in October 2017. The firm is registered in eight states including California, Connecticut, Florida, Illinois, New Jersey, New York, Texas, and Virginia. Virtus Capital Markets LLC is also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

2

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Martines’s Registration & Firm History

CT

06/22/2018 - Present

Virtus Capital Markets LLC (STAMFORD CT)

CT

06/04/2013 - 05/15/2017

BROWNSTONE INVESTMENT GROUP, LLC (STAMFORD CT)

NY

06/01/2009 - 02/12/2013

MORGAN STANLEY (PURCHASE NY)

NY

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)

NY

02/08/2001 - 04/02/2007

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Matthew Thomas Martines is right for you?

Licenses & Designations

BC

Issued 02/24/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 02/08/2018

Series 24 - General Securities Principal Examination

BC

Issued 09/27/2012

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Thomas Martines.
Not sure if Matthew Thomas Martines is right for you?