Cody Martin is a registered investment advisor at Sdm Advisors, LLC, based in San Francisco, CA, with 6 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SDM Advisors does not directly manage investments for individual clients. Instead, they recommend third-party money managers to handle investment decisions.
Location
235 Montgomery Street, 26th Floor, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cody works for SDM Advisors, LLC in San Francisco, CA, providing advisory financial plans. This activity takes nearly all of Cody's time and he receives a monthly salary.
Employment History
Current Registrations
Sdm Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.
Valmark Securities, INC.Broker
State Registrations13 states
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