Martin Mcnees is a registered investment advisor, based in San Diego, CA, with 26 years of industry experience.
Location
13500 Evening Creek Dr N, #555, San Diego, CA, 92128
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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.
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Martin is the President of AE Financial Services, a broker-dealer, dedicating a few hours per week to this role since April 2025.
Employment History
Current Registrations
Ae Financial Services, LLCBroker
April 2025 - Present · 1 yr 3 mos
Madison Avenue Securities, LLC
March 2009 - Present · 17 yrs 4 mos
Madison Avenue Securities, LLCBroker
January 2006 - Present · 20 yrs 6 mos
Previous Registrations
Madison Avenue Advisors, INC.
September 2006 - March 2009 · 2 yrs 6 mos
Foresters Equity Services, INC.Broker
September 1999 - June 2005 · 5 yrs 9 mos
Fortis Investors, INC.Broker
January 1999 - July 1999 · 6 mos
State Registrations48 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.