Unclaimed Profile

Martin Resnick

RESNICK INVESTMENT ADVISORS, LLC·WESTPORT, Connecticut

Series 7, Series 27, Series 63Clean record35 years registeredRESNICK INVESTMENT ADVISORS, LLC

20 KETCHUM STREET, WESTPORT, CT 06880CRD# 1345517Firm CRD# 105927

Profile Verification

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

Identity

Martin Resnick · WESTPORT, CT

Registration

CRD #1345517 · RESNICK INVESTMENT ADVISORS, LLC · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RESNICK INVESTMENT ADVISORS, LLC

GYL FINANCIAL SYNERGIES, LLC

Jan 2019 – Jan 2023

Westport, CT

RESNICK ADVISORS

Mar 1991 – Jan 2019

WESTPORT, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 27

Series 63

Registration record

First registered · March 3, 1991

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RESNICK INVESTMENT ADVISORS, LLC

CRD 105927 · SEC 801-48564

AUM

$955M

Regulatory assets under management

Employees

2,668 client accounts

Services offered by RESNICK INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RESNICK INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Martin Resnick offer?

Martin Resnick specializes in Financial Planning, Investment Management, Wealth Management.

What are Martin Resnick's credentials?

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

Where is Martin Resnick located?

Martin Resnick is based in WESTPORT, Connecticut, last registered with RESNICK INVESTMENT ADVISORS, LLC.

How does Martin Resnick charge for services?

Martin Resnick'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 RESNICK INVESTMENT ADVISORS, LLC?

RESNICK INVESTMENT ADVISORS, LLC has approximately 23 employees and manages $955M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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