Martin Butler
Martin Butler is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 30 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
767 5th Ave 33rd Fl, [Y2-Rbo], New York, NY, 10153
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2009Criminal
November 2002Other Business Activities
Martin has 100% ownership in Castlekearny LLC and Castlekearny2 LLC, both holding rental properties, and other rental properties. He also serves as executor for his mother's estate, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Summit Financial Resources INC
Summit Equities INC
Summit Equities, INC.Broker
State Registrations39 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.
Exams
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