DanielR. Martin- Financial Advisor Ridgewood, NJ

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About Daniel R. Martin

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

Firm Start Year

2002

No. of Employees

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

401K Rollovers, Financial Planning for Individuals, Retirement Planning, Estate Planning & Trusts, Portfolio Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

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

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250000

Education

Bachelor of Science -

William Paterson University

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1885700/paladinregistry-D.R.-Martin-and-Associates-detailed-disclosure.html

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Paladin Research Report For:

Daniel R. Martin

D.R. Martin and Associates