VETTED

Daniel R. Martin

AIF^®, CFP^®

Tel: 201-479-0759 4 Franklin Ave Suite 1 Ridgewood, NJ 07450

About Daniel R. Martin

I am a proud CERTIFIED FINANCIAL PLANNER^® which is considered to be the highest standard of ethics and competency. I am also an Accredited Investment Fiduciary®. I have been working with individuals and families since 2002. I am a lifelong investor and have been a member of Mensa International since 1988.

About D.R. Martin and Associates

This firm was started to give people a practical way to know exactly what had to be done at key points over time to succeed financially.

Our flexible approach ensures there is nothing standing between you and a clear plan of action well executed over time. We give you the versatility to choose how we work together and stay in control of your total financial picture with access to fiduciary advice.

We created a way for you to easily understand more about your situation and stay on track to success for the long term. We simplify the abstract concepts of planning into simple concrete steps that summarize how acting now will improve financial outcomes tomorrow.

With us, you can access top tier planning and experienced fiduciary guidance without pressure to move your accounts or say "yes".

See Disclosures

General Information

CRD#:

4594651

Firm CRD#:

39543

States Licensed in:

NJ, NY, PA, SC

Years of Experience in Financial Services:

Work with the following types of clients:

Businesses, Individual Investors

Advisory Services Provided:

Portfolio Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Qualifications & Memberships

Certifications, Accreditations & Designations:

CFP^®, AIF^®

Securities Licenses:

Series 7, Series 66, Series 31

Insurance and Annuity Licenses:

Variable Annuity, Health, Life

Non-Financial Organization Memberships:

Mensa International

Services

Investment Types:

Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Separately Managed Accounts, Bonds, Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Your Office, Email, Phone, Our Office, Your Home

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$250000

Preferred meeting methods

I provide a free initial consultation:

Yes

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1885700/wiseradvisor-d.r.-martin-and-associates-detailed-disclosure.html

20 Years of Experience

CRD# 4594651 Firm CRD# 39543Series 7, 66, 31

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

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