Ellen Martz
Ellen Martz is a registered investment advisor at Raymond James & Associates, INC., based in Saginaw, MI, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4215 Fashion Square Blvd., Suite 1, Saginaw, MI, 48603
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2002Other Business Activities
Ellen is a board member/officer/director for Special Needs Vision Clinic and Our Lady of Perpetual Help School Endowment Fund, dedicating minimal time to each. She also serves as a trustee or officer for three other non-profit organizations: Catholic Community Foundation of Mid-Michigan, JRS Biodiversity Foundation, and St Peter Parish Endowment Fund, spending minimal time on each.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Roney & CO.Broker
Roney & CO. L.L.C.Broker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.