MG
MG
Martin Gruner
28 Years of Experience
Wilmette, IL
Broker
Martin Gruner is a registered investment advisor at Raymond James & Associates, INC., based in Wilmette, IL, with 28 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Wilmette, IL
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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.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2024 - Present · 2 yrs 5 mos
Raymond James & Associates, INC.
February 2024 - Present · 2 yrs 5 mos
Raymond James & Associates, INC.
February 2024 - Present · 2 yrs 5 mos
Previous Registrations
Morgan Stanley
November 2013 - March 2024 · 10 yrs 4 mos
Morgan StanleyBroker
November 2013 - March 2024 · 10 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - November 2013 · 5 yrs 10 mos
Wells Fargo Advisors, LLC
January 2008 - November 2013 · 5 yrs 10 mos
A. G. Edwards & Sons, INC.
October 2001 - January 2008 · 6 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
July 2001 - January 2008 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1998 - July 2001 · 3 yrs 6 mos
State Registrations7 states
CAILNVORPATXWA
AdvisorBrokerBoth
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
No exam information available for this advisor.