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Peter Scott Martin

Platform Wealth Advisors

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About Peter Scott Martin

Peter Martin is a financial advisor with over 24 years of experience in the industry. Peter is currently registered with Platform Wealth Advisors and has been with the firm since December 2024. Peter has previously worked for 1ST GLOBAL CAPITAL CORP., Raymond James Financial Services, Inc., and Civale, Silvestri, Alfieri, Martin & Higgins, LLC. Peter has a broad range of experience and specializes in providing financial advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Peter is also a CPA and has extensive experience in accounting and tax services, providing a comprehensive approach to financial planning.

Firm Information

Peter Martin is currently registered with Platform Wealth Advisors. Platform Wealth Advisors is an investment advisor based in Holladay, UT. They offer a range of services including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. The firm manages approximately $295.1 million in assets for a variety of clients, including individuals, businesses, charitable organizations, and pension plans.
Platform Wealth Advisors

6510 S. MILLROCK DR

HOLLADAY, UT 84121

$295.12M

Assets Under Management

18

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Peter Martin’s Registration & Firm History

UT

01/02/2025 - Present

Platform Wealth Advisors (HOLLADAY UT)

TX

02/04/1999 - 11/13/2000

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 02/16/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Scott Martin.
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