MG
CFP
MG
CFP

Martha Guyer

16 Years of Experience
Stamford, CT
BrokerSells Insurance

Martha Guyer is a CFP-designated registered investment advisor, based in Stamford, CT, with 16 years of industry experience.

Location

400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512

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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 ActivitiesSells Insurance

Martha is an agent for Steward Partners Global Advisory LLC, selling various insurance products since 2020. She also provides advisory services for clients through Steward Partners Investment Advisory LLC and works as an advisor for Plaza Advisory Group, marketing and selling Medicare Supplement Insurance Policies, dedicating minimal time to this.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs 2 mos
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs 2 mos
Steward Partners Investment Advisory, LLC
June 2020 - Present · 6 yrs 1 mo
Previous Registrations
Raymond James Financial Services, INC.Broker
June 2020 - May 2022 · 1 yr 11 mos
Royal Alliance Associates, INC.
December 2018 - June 2020 · 1 yr 6 mos
Royal Alliance Associates, INC.Broker
June 2015 - June 2020 · 5 yrs
Securities Service Network, INC.Broker
October 2009 - June 2015 · 5 yrs 8 mos
State Registrations23 states
AZCACOFLGAIAILMDMEMIMNMONJNYPARISCTNTXUTVAWAWI
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.
Martha Guyer - Financial Advisor | TrueAdvisor