Martin Kelman has been Chairman of Kelman Lazarov since April 1981, is a control person of the firm and directly owns between 10% and 25% of it. Martin Kelman holds a B.A. in history from the University of Virginia and an MBA in finance from the University of Memphis. Martin Kelman studied M.Ed. in counseling at the University of Memphis.
Kelman Lazarov Inc is a Memphis, TN firm with $895M under management, 579 clients and 13 advisers in one office, as of its March 2026 filing.
Marty Kelman is Chairman and Senior Financial Advisor of Kelman-Lazarov, based in Memphis. He is a founding partner of the firm and a past president of the International Association for Financial Planning (Memphis Chapter).
Martin Kelman’s longest registration is the current one, 22 years at Kelman Lazarov since 2004.
- Cetera Advisor Networks LLC– · 4 yearsMemphis, TN · Adviser representative · Firm CRD 13572
- Kelman Lazarov IncCurrent– present · 22 yearsMemphis, TN · Adviser representative · Firm CRD 107727
Investment adviser representative registrations
Martin Kelman is registered as an investment adviser representative in 3 states. The first approvals date from March 2004; the most recent is Texas, in January 2018.
- LouisianaSince 12 November 2016
- TennesseeSince 11 March 2004
- TexasSince 5 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 15 June 1985 |
| Series 22 | Direct Participation Programs Representative Examination | 23 April 1982 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 August 1981 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 31 August 1981 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Martin Samuel Kelman
- CRD
- 1006879
- Firm
- Kelman Lazarov · CRD 107727
- Role
- Chairman
- Office
- 5100 POPLAR AVENUE, SUITE 2805, Memphis, TN 38137
- Registration
- Investment adviser registration
- In the industry since
- September 1981
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kelman-lazarov.com
Where does Martin Kelman work?
Martin Kelman has been Chairman of Kelman Lazarov Inc since April 1981, and is a control person of the firm.
Is Martin Kelman a financial advisor?
Yes. Martin Kelman has a current investment-adviser registration in Louisiana, Tennessee and Texas, through Kelman Lazarov since March 2004.
How many years of experience does Martin Kelman have?
Martin Kelman has 45 years in the financial industry, since September 1981, across 2 adviser firms.
What exams has Martin Kelman passed?
Martin Kelman has passed 4 licensing exams: the Series 63, Series 6, Series 22 and Series 7. The earliest, the Series 63, was passed in August 1981. FINRA credited Martin Kelman with the SIE, which began in October 2018.
Where is Martin Kelman based?
Martin Kelman’s registered office is in Memphis, TN.
Is Martin Kelman registered with FINRA?
No. Martin Kelman has no current broker registration.
How can I verify Martin Kelman’s record?
Search CRD 1006879 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martin Kelman’s full registration record.
Keith SchmittPresident/Director of Financial Planning- Michael MunekataChief Compliance Officer
Andrew BuzanTreasurer/Chief Investment Officer
April LowerySenior Financial Advisor
Patrick O'HearnSecretary/Senior Financial Advisor
Christopher PurcellSenior Financial- Ronald LazarovFounding Partner
Jacob SamuelsSenior Portfolio Manager