Unclaimed Profile

Scott David Martin

KINGSVIEW WEALTH MANAGEMENT, LLC·GRANTS PASS, Oregon

SIE, Series 7, Series 63, Series 65Clean record24 years registeredKINGSVIEW WEALTH MANAGEMENT, LLC

509 SE 7TH STREET, GRANTS PASS, OR 97526CRD# 4328984Firm CRD# 148107

Profile Verification

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

Identity

Scott David Martin · GRANTS PASS, OR

Registration

CRD #4328984 · KINGSVIEW WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

KINGSVIEW WEALTH MANAGEMENT, LLC

Jun 2016 – present

UNITED ADVISORS

Aug 2012 – Jul 2016

CHICAGO, IL

AUSDAL FINANCIAL PARTNERS, INC.

Dec 2010 – Aug 2012

CHICAGO, IL

QA3 FINANCIAL LLC

Nov 2010 – Dec 2010

CHICAGO, IL

WATERSTONE FINANCIAL GROUP, INC.

Jan 2006 – Sep 2009

CHICAGO, IL

THE MASTERS

Aug 2004 – Dec 2005

CHICAGO, IL

ASTOR ASSET MANAGEMENT, LLC

Apr 2002 – Feb 2011

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 24, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KINGSVIEW WEALTH MANAGEMENT, LLC

CRD 148107 · SEC 801-79198

AUM

$4.8B

Regulatory assets under management

Employees

190

18,332 client accounts

Services offered by KINGSVIEW WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at KINGSVIEW WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Scott David Martin offer?

Scott David Martin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRANTS PASS, Oregon for a consultation.

What are Scott David Martin's credentials?

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

Where is Scott David Martin located?

Scott David Martin is based in GRANTS PASS, Oregon, working with KINGSVIEW WEALTH MANAGEMENT, LLC. Their office serves clients in the GRANTS PASS metropolitan area and surrounding communities.

How does Scott David Martin charge for services?

Scott David 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 KINGSVIEW WEALTH MANAGEMENT, LLC?

KINGSVIEW WEALTH MANAGEMENT, LLC has approximately 190 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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