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Paladin Research Report For:

Daniel R. Martin

D.R. Martin and Associates

AIF®CFP®
4 Franklin Ave
Suite 1
Ridgewood, NJ 07450
201-479-0759

About Daniel R. Martin

I am a proud CERTIFIED FINANCIAL PLANNER® which is considered to be the highest standard of ethics and competency. I am also an Accredited Investment Fiduciary®. I have been working with individuals and families since 2002. I am a lifelong investor and have been a member of Mensa International since 1988.

See Disclosures

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
  • Businesses, Individual Investors
Advisory Services Provided
  • Portfolio Management, 401K Rollovers, Retirement Planning

Compliance

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

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, AIF®
Securities Licenses
  • Series 7, Series 66, Series 31
Insurance and Annuity Licenses
  • Variable Annuity, Health, Life
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

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1885700/paladinregistry-D.R.-Martin-and-Associates-detailed-disclosure.html