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Martin Dressman

Coordinated Capital Securities, INC.
26 Years of Experience
Cincinnati, OH
Broker
View SEC Summary
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Martin Dressman is a registered investment advisor at Coordinated Capital Securities, INC., based in Cincinnati, OH, with 26 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 186 clients with $140M in assets under management.

Coordinated Capital Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
186 clients
Average Client Portfolio
$736K average
Assets Under Management
$136.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Continuous investment management fees will not exceed 2.00% annually. Investment consulting fees will not exceed 1.50% annually. Fees are negotiable and subject to discounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Cincinnati, OH

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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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Other Business Activities

Martin owns Martin Dressman CPA, LLC, providing tax services since 1991, primarily during tax season. He also co-owns a rental property called Boone's Lodge with his wife, dedicating a few hours per week to it.

Employment History
Current Registrations
Coordinated Capital Securities, INC.
December 2014 - Present · 11 yrs 10 mos
Coordinated Capital Securities, INC.Broker
December 2014 - Present · 11 yrs 10 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
March 2005 - April 2015 · 10 yrs 1 mo
Cambridge Investment Reserarch, INC.
July 2001 - March 2005 · 3 yrs 8 mos
Cambridge Investment Research, INC.Broker
July 2001 - December 2014 · 13 yrs 5 mos
Eneric Financial Services, INC.Broker
August 2000 - July 2001 · 11 mos
State Registrations9 states
FLGAILINKYMINJOHSC
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.
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