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Daniel Martin

D.R. Martin And Associates

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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Daniel Martin

D.R. Martin And Associates

Daniel Martin, a financial fiduciary has been a Paladin Registry member since 2019. Daniel holds the Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 17 years of experience. Daniel provides financial services to clients in the Hackensack, New Jersey area.

I. Snapshot

A. Registry Member
  • Since 2019
B. Years of Experience
  • 17
C. College Degrees
  • Yes
D. Certifications
  • AIF®, CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Our most relevant measure of success as a firm is the achievement of the goals you have set for yourself. We believe that investors should have access to modern financial planning resources and portfolios of investments managed around clearly defined objectives. It is our strong position that investments and financial plans should be explained in plain language that outlines risks, costs, and benefits as they relate to the achievement of your stated goals.

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
  • Daniel Martin
B. Main Location
  • 1 University Plaza Drive
    Suite 412
    Hackensack, New Jersey, 07601
C. Telephone
  • 201.479.0759

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • D.R. Martin And Associates
B. Relationship to Firm
  • Independent Contractor
C. Name of RIA
  • Cambridge Investment Research Advisors
D. Name of Broker/Dealer
  • Cambridge Investment Research
E. Name(s) of Custodian(s)
  • Fidelity Institutional
  • Fidelity Custody and Clearing

V. Credentials

A. Years of Financial Experience
  • 17 Years
B. College, Degrees, Years
  • Yes
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • IAR
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Securities License(s)
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 4594651
  • IARD: 134139
  • Insurance: 0336810
E. State Licences
  • Financial Advice, Services for Fees: See List
    • New Jersey
    • New York
    • Pennsylvania
    • South Carolina
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: New Jersey
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Our most relevant measure of success as a firm is the achievement of the goals you have set for yourself. We believe that investors should have access to modern financial planning resources and portfolios of investments managed around clearly defined objectives. It is our strong position that investments and financial plans should be explained in plain language that outlines risks, costs, and benefits as they relate to the achievement of your stated goals.

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Annually)
  • Brokerage Statement (Monthly)
  • Other: Market Update - Weekly
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Daniel Martin
Most Recent Update:
  • Mar 12, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

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