Bertram Martin has been an investment adviser representative at RiverGlades Family Offices since December 2021, and is not listed among the firm’s executive officers or direct owners.
Riverglades Family Offices, LLC is a Naples, FL firm with $221M under management, 70 clients and 2 advisers in one office, as of its March 2026 filing.
Bertram Martin’s longest registration is the current one, 4 years at RiverGlades Family Offices since 2021. Before joining RiverGlades Family Offices in 2021, Bertram Martin was registered through Collaboration Capital LLC and Suncoast Equity Management, LLC.
- Martin Capital ManagementAlso current– present · 4 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 315155
- – present · 4 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 171584
- Collaboration Capital LLC– · under a yearSt. Petersburg, FL · Adviser representative · Firm CRD 289777
- Suncoast Equity Management, LLC– · 4 yearsTampa, FL · Adviser representative · Firm CRD 108289
- Transamerica Financial Advisors, Inc.– · under a yearTampa, FL · Adviser representative · Firm CRD 16164
Investment adviser representative registrations
Bertram Martin is registered as an investment adviser representative in Florida, since December 2021.
- FloridaSince 2 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 August 2016 |
| Series 66 | Uniform Combined State Law Examination | 20 March 2009 |
| Series 7 | General Securities Representative Examination | 16 December 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bertram Templin Martin
- CRD
- 5621276
- Firm
- RiverGlades Family Offices · CRD 171584
- Office
- 705 14th Ave NE, St. Petersburg, FL 33701
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Bertram Martin work?
Bertram Martin is an investment adviser representative registered through Riverglades Family Offices, LLC since December 2021, and is not listed among the firm’s executive officers or direct owners.
Is Bertram Martin a financial advisor?
Yes. Bertram Martin has a current investment-adviser registration in Florida, through RiverGlades Family Offices since December 2021.
How many years of experience does Bertram Martin have?
Bertram Martin has 9 years in the financial industry, since November 2016, across 5 adviser firms.
What exams has Bertram Martin passed?
Bertram Martin has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in December 2008.
Where did Bertram Martin work before RiverGlades Family Offices?
Before RiverGlades Family Offices, Bertram Martin was registered through Collaboration Capital LLC, September 2020 to February 2021; Suncoast Equity Management, LLC, August 2016 to December 2020; Transamerica Financial Advisors, Inc., March 2009 to October 2009.
Where is Bertram Martin based?
Bertram Martin’s registered office is in St. Petersburg, FL.
Is Bertram Martin registered with FINRA?
No. Bertram Martin has no current broker registration.
How can I verify Bertram Martin’s record?
Search CRD 5621276 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bertram Martin’s full registration record.
