TrueAdvisor
TrueAdvisor
MS
MS

Martin David Saltzman

Fortitude Advisory Group L.L.C.
42 Years of Experience
BrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance Planning
Fortitude Advisory Group L.L.C.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
654 clients
Average Client Portfolio
$637K average
Assets Under Management
$416.9M

Fee Structure

Minimum Investment:$25K

Location

7195 Wagner Way, Suite 104, Gig Harbor, WA, 98335

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Martin sells fixed insurance products, including term, whole, long-term care, and health insurance. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Fortitude Advisory Group L.L.C.
January 2008 - Present · 18 yrs 1 mo
Leigh Baldwin & CO., LLCBroker
February 2006 - Present · 20 yrs
Previous Registrations
Afm Investments, INC.Broker
January 2005 - February 2006 · 1 yr 1 mo
Karel Gordon Investment Associates INC
November 2004 - December 2007 · 3 yrs 1 mo
Afm Investments, INC.Broker
February 1990 - December 2004 · 14 yrs 10 mos
Network 1 Financial Securities INC.Broker
July 1988 - March 1990 · 1 yr 8 mos
First Affiliated Securities, INC.Broker
November 1987 - August 1988 · 9 mos
Monmouth Investments, INC.Broker
January 1985 - November 1987 · 2 yrs 10 mos
Kobrin Securities, INC.Broker
May 1983 - January 1985 · 1 yr 8 mos
State Registrations12 states
AZCTFLKYNCNJNYPASCTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.