Adam Martin is a registered investment advisor at Advanced Wealth Management, based in Sarasota, FL, with 3 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 176 clients with $100M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1990 Main Street, Suite 750, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is the owner of MAZ Group LLC, an e-commerce business that never launched. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Advanced Wealth Management
State Registrations1 state
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