MM
ChFC
MM
ChFC

Michael Todd Martin

22 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
804 clients
Average Client Portfolio
$446K average
Assets Under Management
$358.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

2412 Irwin Street, Melbourne, FL, 32901

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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

Michael is an independent insurance agent for various companies, but dedicates no time to it currently. He is also involved in real estate, self-publishing, and managing a flooring company with his son, dedicating about 10-20% of his time to the flooring business.

Employment History
Current Registrations
Rossby Financial, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
June 2010 - July 2024 · 14 yrs 1 mo
Cambridge Investment Research Advisors, INC.
June 2010 - July 2024 · 14 yrs 1 mo
Independent Advisers Group CORP
June 2005 - June 2010 · 5 yrs
Lincoln Financial Securities Corporation
June 2005 - June 2010 · 5 yrs
Lincoln Financial Securities CorporationBroker
January 2003 - June 2010 · 7 yrs 5 mos
State Registrations2 states
FLOH
Advisor
Exams
No exam information available for this advisor.
Michael Todd Martin - Financial Advisor | TrueAdvisor