Martin Orton has been SR. Vice President of Kingsbridge Wealth Management since May 2025, is a control person of the firm and directly owns under 5% of it.
Kingsbridge Wealth Management, Inc. is a Las Vegas, NV firm with $469M under management, 52 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Martin Orton’s longest registration is the current one, 14 years at Kingsbridge Wealth Management since 2012. Before joining Kingsbridge Wealth Management in 2012, Martin Orton was registered through Kingsbridge Private Wealth Management, Inc. and Banc of America Investment Services, Inc.
- – present · 14 yearsFullerton, CA · Adviser representative · Firm CRD 165560
- Kingsbridge Private Wealth Management, Inc.– · under a yearFullerton, CA · Adviser representative · Firm CRD 147023
- Banc of America Investment Services, Inc.– · 4 yearsNewport Beach, CA · Adviser representative · Firm CRD 16361
- Morgan Stanley– · 3 yearsFullerton, CA · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Martin Orton is registered as an investment adviser representative in 3 states. The first approvals date from October 2012; the most recent is Texas, in May 2025.
- CaliforniaSince 1 October 2012
- NevadaSince 1 October 2012
- TexasSince 16 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 12 July 2002 |
| Series 7 | General Securities Representative Examination | 6 May 1998 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 May 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 August 1996 |
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Martin Tico Orton
- CRD
- 2785924
- Firm
- Kingsbridge Wealth Management · CRD 165560
- Role
- SR. Vice President
- Office
- Fullerton, CA
- Registration
- Investment adviser registration
- In the industry since
- October 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Martin Orton work?
Martin Orton has been SR. Vice President of Kingsbridge Wealth Management, Inc. since May 2025, and is a control person of the firm.
Is Martin Orton a financial advisor?
Yes. Martin Orton has a current investment-adviser registration in California, Nevada and Texas, through Kingsbridge Wealth Management since October 2012.
How many years of experience does Martin Orton have?
Martin Orton has 23 years in the financial industry, since October 2003, across 4 adviser firms.
What exams has Martin Orton passed?
Martin Orton has passed 4 licensing exams: the Series 63, Series 65, Series 7 and Series 31. The earliest, the Series 63, was passed in August 1996.
Where did Martin Orton work before Kingsbridge Wealth Management?
Before Kingsbridge Wealth Management, Martin Orton was registered through Kingsbridge Private Wealth Management, Inc., February 2010 to December 2010; Banc of America Investment Services, Inc., September 2004 to April 2009; Morgan Stanley, March 2001 to August 2004.
Where is Martin Orton based?
Martin Orton’s registered office is in Fullerton, CA.
Is Martin Orton registered with FINRA?
No. Martin Orton has no current broker registration.
How can I verify Martin Orton’s record?
Search CRD 2785924 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martin Orton’s full registration record.