AdvisorOS Directory
Claim Profile
Unclaimed Profile
MM

Michael Joseph Martin

PETERS FINANCIAL PLANNING CORPORATION·WILMINGTON, Delaware
SIE, Series 7, Series 63, Series 65Clean record32 years registeredPETERS FINANCIAL PLANNING CORPORATION
1200 PENNSYLVANIA AVE, WILMINGTON, DE 19806CRD# 2169177Firm CRD# 123913

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Joseph Martin · WILMINGTON, DE
Registration
CRD #2169177 · PETERS FINANCIAL PLANNING CORPORATION · 32 years registered
Brand Profile
Not yet started
01

Career History

GREAT VALLEY ADVISOR GROUP, LLC
Mar 2014 – present
PETERS FINANCIAL PLANNING CORPORATION
Jan 2011 – Apr 2011
WILMINGTON, DE
PETERS FINANCIAL PLANNING CORPORATION
Jan 1994 – Dec 2010
WILMINGTON, DE
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · January 1, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREAT VALLEY ADVISOR GROUP, INC.
CRD 123913 · SEC 801-72270
AUM
$7.3B
Regulatory assets under management
Employees
175
24,276 client accounts
Services offered by GREAT VALLEY ADVISOR GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at GREAT VALLEY ADVISOR GROUP, INC. →
Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WILMINGTON?

Browse all registered financial advisors in WILMINGTON, Delaware or claim this profile if it's yours.

Browse WILMINGTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Michael Joseph Martin offer?
Michael Joseph Martin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Michael Joseph Martin's credentials?
Michael Joseph Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Joseph Martin located?
Michael Joseph Martin is based in WILMINGTON, Delaware, working with PETERS FINANCIAL PLANNING CORPORATION. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Michael Joseph Martin charge for services?
Michael Joseph Martin'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 PETERS FINANCIAL PLANNING CORPORATION?
PETERS FINANCIAL PLANNING CORPORATION has approximately 175 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PETERS FINANCIAL PLANNING CORPORATION

Alan Edward Peters
WILMINGTON, DE
Michael Joseph Dedda
WILMINGTON, DE
Drew Alton Nemeth
WILMINGTON, DE
Lee Robert Johnson
WILMINGTON, DE
CFA
Ryan Christopher Todd
WILMINGTON, DE
James J Spinelli
WILMINGTON, DE

More Advisors in WILMINGTON, Delaware

Kevin Michael Keefe
REALTA INVESTMENT ADVISORS, INC·WILMINGTON, DE
CFA
Mark W Jamison
DUPONT CAPITAL MANAGEMENT CORP·WILMINGTON, DE
Brian David Marvin
MARVIN & PALMER ASSOCIATES·WILMINGTON, DE
Matthew Cole Beardwood
WESTOVER CAPITAL ADVISORS, LLC·WILMINGTON, DE
Devon Williams Daniels
DANIELS + TANSEY, L.L.P.·WILMINGTON, DE
Albert Arthur Caporaso
CAPORASO ALBERT A & ASSOCIATES INC.·WILMINGTON, DE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
GREENVILLE (18)NEWARK (12)DOVER (10)REHOBOTH BEACH (8)LEWES (5)ROCKLAND (2)DAGSBORO (2)MONTCHANIN (2)HOCKESSIN (1)0000740272 (1)
City Guides
GREENVILLE GuideNEWARK GuideDOVER GuideREHOBOTH BEACH GuideLEWES Guide
Research
Advisor Fees in DelawareNational Fee Analysis
Request removal of this profile