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John Gregory Martinez

MSI FINANCIAL SERVICES, INC.·SPRINGFIELD, Massachusetts
Unclaimed Profile
1295 STATE STREET, SPRINGFIELD, MA 01111CRD# 2210722Firm CRD# 14251
01

About

John Gregory Martinez is a registered financial advisor based in SPRINGFIELD, Massachusetts, affiliated with MSI FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MSI FINANCIAL SERVICES, INC.
MSI FINANCIAL SERVICES, INC.
AUM
$13.8B
Regulatory assets under management
Employees
8508
Total firm employees
View all advisors at MSI FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2210722
Firm CRD# 14251
11 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Gregory Martinez offer?
John Gregory Martinez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGFIELD, Massachusetts for a consultation.
What are John Gregory Martinez's credentials?
John Gregory Martinez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Gregory Martinez located?
John Gregory Martinez is based in SPRINGFIELD, Massachusetts, working with MSI FINANCIAL SERVICES, INC.. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.
How does John Gregory Martinez charge for services?
John Gregory Martinez'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 MSI FINANCIAL SERVICES, INC.?
MSI FINANCIAL SERVICES, INC. has approximately 8508 employees and manages $13.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SPRINGFIELD
Lois B Heaphy — HEAPHY INVESTMENTS, LLCBruce Carter Frisbie — MSI FINANCIAL SERVICES, INC.Edward Thomas Heaphy — HEAPHY INVESTMENTS, LLCJohn Francis Fortier — ST. GERMAIN INVESTMENT MANAGEMENT, INC.Cathy E. Minehan — MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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