Cullen Martin has been an investment adviser representative at Presilium Private Wealth since January 2025, and is not listed among the firm’s executive officers or direct owners. Cullen Martin studied at the University of South Carolina.
Presilium Private Wealth, LLC is a Radnor, PA firm with $672M under management, 380 clients and 3 advisers in one office, as of its July 2026 filing.
Cullen Martin is a Financial Planner at Presilium Private Wealth. He builds and maintains financial plans for clients, including retirement and tax planning for pre-retirees and retirees. He has worked in financial services since 2016 and previously was a financial planner in a multi-family office, advising ultra-high-net-worth, intergenerational families.
Cullen Martin’s longest registration was 4 years at Vanguard Advisers, Inc. (2019–2023). Before joining Presilium Private Wealth in 2025, Cullen Martin was registered through Vanguard Advisers, Inc.
- – present · 1 yearRadnor, PA · Adviser representative · Firm CRD 318345
- Vanguard Advisers, Inc.– · 4 yearsMalvern, PA · Adviser representative · Firm CRD 106715
Professional designations
Listed by Presilium Private Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Cullen Martin is registered as an investment adviser representative in 2 states. Each was approved in January 2025.
- PennsylvaniaSince 24 January 2025
- TexasSince 24 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 22 October 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 June 2019 |
| Series 7TO | General Securities Representative Examination | 17 June 2019 |
| SIE | Securities Industry Essentials Examination | 21 May 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Cullen Thomas Martin
- CRD
- 6713382
- Firm
- Presilium Private Wealth · CRD 318345
- Office
- 150 NORTH RADNOR CHESTER ROAD, STE F110, Radnor, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- presiliumpw.com
Where does Cullen Martin work?
Cullen Martin is an investment adviser representative registered through Presilium Private Wealth, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Cullen Martin a financial advisor?
Yes. Cullen Martin has a current investment-adviser registration in Pennsylvania and Texas, through Presilium Private Wealth since January 2025.
How many years of experience does Cullen Martin have?
Cullen Martin has 6 years in the financial industry, since August 2020, across 2 adviser firms.
What exams has Cullen Martin passed?
Cullen Martin has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 66. The earliest, the SIE, was passed in May 2019.
Where did Cullen Martin work before Presilium Private Wealth?
Before Presilium Private Wealth, Cullen Martin was registered through Vanguard Advisers, Inc., November 2019 to November 2023.
Where is Cullen Martin based?
Cullen Martin’s registered office is in Radnor, PA.
Is Cullen Martin registered with FINRA?
No. Cullen Martin has no current broker registration.
Is Cullen Martin a CFP?
Presilium Private Wealth lists Cullen Martin with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: None biography, presiliumpw.com
How can I verify Cullen Martin’s record?
Search CRD 6713382 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cullen Martin’s full registration record.
