BM
BM

Barbara Laudisi Martens

26 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
1,577 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

1010 Franklin Avenue, Garden City, NY, 11530

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Barbara is the Chief Operating Officer at Hilton Capital Management, LLC, overseeing operations and investment advisor management, dedicating about 10-20% of her time. She also serves as Chief Operating Officer for Rafferty Holdings, LLC, and owns Martens Equine, LLC, a horse farm, dedicating about 10-20% of her time and a few hours per week respectively.

Employment History
Current Registrations
Foreside Fund Services, LLCBroker
July 2024 - Present · 1 yr 7 mos
Hilton Capital Management, LLC
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Sandgrain Securities LLCBroker
February 2012 - September 2013 · 1 yr 7 mos
Dealerweb INC.Broker
October 2011 - January 2012 · 3 mos
Hilton Capital Management, LLC
October 2009 - December 2018 · 9 yrs 2 mos
Rafferty Capital Markets, LLCBroker
April 2000 - February 2024 · 23 yrs 10 mos
Royal Alliance Associates, INC.Broker
September 1999 - April 2000 · 7 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.