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Michael David Martin

THE Clarius Group, LLC

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About Michael David Martin

Michael David Martin is an investment advisor representative for The Clarius Group, LLC, a firm based in Seattle, WA. Michael is also registered to provide investment advice in Texas and Washington. Michael has been in the financial services industry since 2010. Michael is a CERTIFIED FINANCIAL PLANNER™ professional. The Clarius Group, LLC, provides financial planning, portfolio management, and selection of other advisors to individuals, pooled investment vehicles, and charitable organizations.

Firm Information

Michael Martin is currently registered with THE Clarius Group, LLC. THE Clarius Group, LLC is a Seattle, WA-based investment advisor with approximately $3.99 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They serve high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.
THE Clarius Group, LLC

999 THIRD AVENUE, SUITE 3050

SEATTLE, WA 98104

$3.99B

Assets Under Management

Not reported

Total Clients

12

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Michael Martin’s Registration & Firm History

WA

01/31/2021 - Present

THE Clarius Group, LLC (SEATTLE WA)

WA

11/03/2015 - 05/03/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LYNNWOOD WA)

WA

04/05/2013 - 10/12/2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED (BELLEVUE WA)

WA

01/14/2013 - 04/05/2013

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BELLEVUE WA)

WA

07/26/2011 - 02/27/2012

MORGAN STANLEY SMITH BARNEY (BELLEVUE WA)

WA

06/23/2010 - 05/06/2011

AXA ADVISORS, LLC (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 08/12/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/03/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael David Martin.
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