Unclaimed Profile

Martin Bicker

WAVERLEY WEALTH MANAGEMENT LLC·MOUNTAIN VIEW, California

Series 65Clean record17 years registeredWAVERLEY WEALTH MANAGEMENT LLC

2570 W. EL CAMINO REAL, MOUNTAIN VIEW, CA 94040CRD# 5597861Firm CRD# 156023

Profile Verification

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

Identity

Martin Bicker · MOUNTAIN VIEW, CA

Registration

CRD #5597861 · WAVERLEY WEALTH MANAGEMENT LLC · 17 years registered

Brand Profile

Not yet started

Career History

WAVERLEY WEALTH MANAGEMENT LLC

Apr 2011 – present

MARTIN THOMAS WEALTH MANAGEMENT

Sep 2008 – Mar 2011

LOS ALTOS, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 29, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAVERLEY WEALTH MANAGEMENT LLC

CRD 156023 · SEC 801-123471

AUM

$122M

Regulatory assets under management

Employees

339 client accounts

Services offered by WAVERLEY WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WAVERLEY WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Martin Bicker offer?

Martin Bicker specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MOUNTAIN VIEW, California for a consultation.

What are Martin Bicker's credentials?

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

Where is Martin Bicker located?

Martin Bicker is based in MOUNTAIN VIEW, California, working with WAVERLEY WEALTH MANAGEMENT LLC. Their office serves clients in the MOUNTAIN VIEW metropolitan area and surrounding communities.

How does Martin Bicker charge for services?

Martin Bicker'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 WAVERLEY WEALTH MANAGEMENT LLC?

WAVERLEY WEALTH MANAGEMENT LLC has approximately 2 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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