Unclaimed Profile

Robert Martin

APELLA CAPITAL, LLC·GLASTONBURY, Connecticut

Clean recordAPELLA CAPITAL, LLC

151 NATIONAL DRIVE, GLASTONBURY, CT 06033CRD# 7617755Firm CRD# 171106

Profile Verification

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

Identity

Robert Martin · GLASTONBURY, CT

Registration

CRD #7617755 · APELLA CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Martin is a registered financial advisor based in GLASTONBURY, Connecticut, affiliated with APELLA CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

APELLA CAPITAL, LLC

APELLA WEALTH

AUM

$3.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at APELLA CAPITAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Other: FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.

Regulatory

SEC/IARD CRD# 7617755

Firm CRD# 171106

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Martin offer?

Robert Martin specializes in Financial Planning, Investment Management. Contact their office in GLASTONBURY, Connecticut for a consultation.

What are Robert Martin's credentials?

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

Where is Robert Martin located?

Robert Martin is based in GLASTONBURY, Connecticut, working with APELLA CAPITAL, LLC. Their office serves clients in the GLASTONBURY metropolitan area and surrounding communities.

How does Robert Martin charge for services?

Robert Martin's firm is compensated through percentage of aum, other: fee for financial planning services. fees for technology.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APELLA CAPITAL, LLC?

APELLA CAPITAL, LLC has approximately 77 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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