Menu
Menu
Daniel + R. Martin - Financial Advisor in Hackensack, NJ

Paladin Research Report For:

Daniel R. Martin

D.R. Martin and Associates

AIF® CFP®
1 University Plaza Drive
Suite 412
Hackensack, NJ 07601
201-479-0759
Visit Website
http://www.drmartinassociates.com/

General Information

Firm Start Year
  • 2002
No.of Employees
  • 2-4
CRD#
  • 4594651
Firm CRD#
  • 39543
States Licensed in
  • NJ, NY, PA, SC
Years of Experience in Financial Services
  • 20
Work with the following types of clients
  • Individual Investors, Businesses
Advisory Services Provided
  • Estate Planning & Trusts, Portfolio Management, Retirement Planning, Financial Planning for Individuals, 401K Rollovers

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, AIF®
Securities Licenses
  • Series 66, Series 7
Insurance and Annuity Licenses
  • Health, Life, Variable Annuity, Long Term Care, Annuity
Non-Financial Organization Memberships
  • Mensa International

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $250000

Education

Bachelor of Science -
  • William Paterson University
    -
Associate of Applied Science -
  • DeVry University
    -

BASIC INFORMATION NEEDED FOR THE INQUIRY

Paladin Advisors

Paladin has been an independent source of free information about financial advisors since 2003. Paladin also provides free tools that help consumers select the best financial advisors. Paladin’s most popular service matches investors to financial advisors who meet their specific requirements.

Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

Learn More

Copyright 2022 Paladin Registry. All rights reserved.