Unclaimed Profile

Paul Roger Martel

YHB INVESTMENT ADVISORS INC·WEST HARTFORD, Connecticut

Series 7, Series 24, Series 62, Series 63, Series 65Clean record36 years registeredYHB INVESTMENT ADVISORS INC

29 SOUTH MAIN STREET, WEST HARTFORD, CT 06107-2417CRD# 839466Firm CRD# 105434

Profile Verification

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

Identity

Paul Roger Martel · WEST HARTFORD, CT

Registration

CRD #839466 · YHB INVESTMENT ADVISORS INC · 36 years registered

Brand Profile

Not yet started

Career History

YHB INVESTMENT ADVISORS INC

Mar 1990 – present

YHB PENSION INVESTMENT SERVICES, LLC

Jan 2008 – Jan 2009

FARMINGTON, CT

YHB RETIREMENT SERVICES, LLC

Mar 2006 – Dec 2007

WEST HARTFORD, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 62

Series 63

Series 65

Registration record

First registered · March 23, 1990

Years registered · 36

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

YHB INVESTMENT ADVISORS INC

CRD 105434 · SEC 801-35916

AUM

$1.7B

Regulatory assets under management

Employees

2,731 client accounts

Services offered by YHB INVESTMENT ADVISORS INC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at YHB INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Paul Roger Martel offer?

Paul Roger Martel specializes in Investment Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Paul Roger Martel's credentials?

Paul Roger Martel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Roger Martel located?

Paul Roger Martel is based in WEST HARTFORD, Connecticut, working with YHB INVESTMENT ADVISORS INC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.

How does Paul Roger Martel charge for services?

Paul Roger Martel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is YHB INVESTMENT ADVISORS INC?

YHB INVESTMENT ADVISORS INC has approximately 27 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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