WM
WM

Walter Martin

24 Years of Experience
New York, NY
Broker

Walter Martin is a registered investment advisor at Invesco Advisers, INC., based in New York, NY, with 24 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61,236 clients with $760B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Invesco Advisers manages investments for clients through various strategies, with fees ranging from 0.01% to 1.50% annually, depending on the specific investment strategy and the amount invested. These fees cover investment advisory services but do not include brokerage, custody, or other service provider fees. Fees are negotiable in certain cases. Invesco Advisers may also act as a sub-advisor and share fees with other registered investment advisors.

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Location

225 Liberty St., 11TH Floor, New York, NY, 10281

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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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Employment History
Current Registrations
Invesco Distributors, INC.Broker
August 2018 - Present · 7 yrs 9 mos
Invesco Advisers, INC.
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Blackrock Investments, LLCBroker
September 2006 - June 2017 · 10 yrs 9 mos
Blackrock Investment Management, LLC
September 2006 - June 2017 · 10 yrs 9 mos
Merrill Lynch Investment Managers LP
April 2003 - September 2006 · 3 yrs 5 mos
Fam Distributors, INC.Broker
June 2001 - September 2006 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2000 - May 2001 · 1 yr 4 mos
State Registrations23 states
AZCACOCTFLIAILKYMAMDMNMONCNENJNYOHORPATXUTWAWI
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.