Adam Martin has been an investment adviser representative at Advanced Wealth Management since March 2022, and is not listed among the firm’s executive officers or direct owners.
Advanced Wealth Management, LLC is a Sarasota, FL firm with $111M under management, 168 clients and 3 advisers across 3 offices, as of its August 2026 filing.
- Advanced Wealth ManagementCurrent– present · 4 yearsSarasota, FL · Adviser representative · Firm CRD 284438
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 January 2021 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6870073
- Firm
- Advanced Wealth Management · CRD 284438
- Office
- 1990 MAIN STREET, SUITE 750, Sarasota, FL 34236
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Adam Martin work?
Adam Martin is an investment adviser representative registered through Advanced Wealth Management, LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Adam Martin a financial advisor?
Yes. Adam Martin has a current investment-adviser registration, through Advanced Wealth Management since March 2022.
How many years of experience does Adam Martin have?
Adam Martin has 4 years in the financial industry, since March 2022, across 1 adviser firm.
What exams has Adam Martin passed?
Adam Martin passed the Series 65 in January 2021.
Where is Adam Martin based?
Adam Martin’s registered office is in Sarasota, FL.
Is Adam Martin registered with FINRA?
No. Adam Martin has no current broker registration.
How can I verify Adam Martin’s record?
Search CRD 6870073 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Martin’s full registration record.
