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Patrick Daniel Martin

ASHFORD ADVISORS, LLC·PITTSFORD, New York
Series 65Clean record5 years registeredASHFORD ADVISORS, LLC
30 B GROVE STREET, PITTSFORD, NY 14534CRD# 4369705Firm CRD# 114238

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Daniel Martin · PITTSFORD, NY
Registration
CRD #4369705 · ASHFORD ADVISORS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

ASHFORD ADVISORS, LLC
Jul 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 22, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASHFORD ADVISORS, LLC
CRD 114238 · SEC 801-60563
AUM
$725M
Regulatory assets under management
Employees
8
216 client accounts
Services offered by ASHFORD ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ASHFORD ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Patrick Daniel Martin offer?
Patrick Daniel Martin specializes in Financial Planning, Investment Management. Contact their office in PITTSFORD, New York for a consultation.
What are Patrick Daniel Martin's credentials?
Patrick Daniel Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Daniel Martin located?
Patrick Daniel Martin is based in PITTSFORD, New York, working with ASHFORD ADVISORS, LLC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does Patrick Daniel Martin charge for services?
Patrick Daniel Martin's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASHFORD ADVISORS, LLC?
ASHFORD ADVISORS, LLC has approximately 8 employees and manages $725M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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PITTSFORD, NY

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