Unclaimed Profile

Joseph A Martin

SUMMITRY, LLC·FOSTER CITY, California

Series 7, Series 63, Series 66Clean record24 years registeredSUMMITRY, LLC

919 HILLSDALE BLVD., FOSTER CITY, CA 94404CRD# 3058406Firm CRD# 128586

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph A Martin · FOSTER CITY, CA

Registration

CRD #3058406 · SUMMITRY, LLC · 24 years registered

Brand Profile

Not yet started

Career History

SUMMITRY, LLC

Oct 2003 – present

PINE CAPITAL MANAGEMENT INC

Jun 2002 – Dec 2003

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · June 11, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMITRY, LLC

CRD 128586 · SEC 801-62398

AUM

$2.5B

Regulatory assets under management

Employees

1,301 client accounts

Services offered by SUMMITRY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at SUMMITRY, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph A Martin offer?

Joseph A Martin specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FOSTER CITY, California for a consultation.

What are Joseph A Martin's credentials?

Joseph A Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph A Martin located?

Joseph A Martin is based in FOSTER CITY, California, working with SUMMITRY, LLC. Their office serves clients in the FOSTER CITY metropolitan area and surrounding communities.

How does Joseph A Martin charge for services?

Joseph A Martin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMITRY, LLC?

SUMMITRY, LLC has approximately 40 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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