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

Paladin Research Report For:

Daniel R. Martin

D.R. Martin and Associates

1 University Plaza Drive
Suite 412
Hackensack, NJ 07601
201-479-0759

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