Martin Palomo has been Chief Executive Officer of Argent Wealth since January 2021, is a control person of the firm and directly owns under 5% of it. Martin Palomo holds a Bachelor's in Business Administration with a specialization in Finance from Millsaps College and an Executive MBA from Millsaps College.
Argent Wealth, LLC is a Ridgeland, MS firm with $487M under management, 470 clients and 6 advisers in one office, as of its March 2026 filing.
Martin E. Palomo IV is CEO and Co-Chief Investment Officer of Argent Wealth, overseeing strategic leadership and investment operations. Before joining Argent, he worked at Pinnacle on fixed-income and alternative investment portfolios. Earlier, he was a hedge fund analyst in Washington, D.C., and a portfolio manager within a state pension fund.
Martin Palomo’s longest registration is the current one, 5 years at Argent Wealth since 2021. Before joining Argent Wealth in 2021, Martin Palomo was registered through Voya Financial Advisors, Inc. and Cetera Investment Advisers LLC.
- Argent Wealth, LLCCurrent– present · 5 yearsRidgeland, MS · Adviser representative · Firm CRD 311685
- Voya Financial Advisors, Inc.– · under a yearMadison, MS · Adviser representative · Firm CRD 2882
- Voya Financial Advisors, Inc.– · 1 yearMadison, MS · Adviser representative · Firm CRD 2882
- Cetera Investment Advisers LLC– · under a yearSchaumburg, IL · Adviser representative · Firm CRD 105644
- Cetera Investment Services LLC– · under a yearMadison, MS · Adviser representative · Firm CRD 15340
- Edward Jones– · 1 yearBrandon, MS · Adviser representative · Firm CRD 250
- A. G. Edwards & Sons, Inc.– · under a yearRidgeland, MS · Adviser representative · Firm CRD 4
- Metlife Securities Inc.– · under a yearJackson, MS · Adviser representative · Firm CRD 14251
Investment adviser representative registrations
Martin Palomo is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2021; the most recent is Texas, in April 2022.
- MississippiSince 16 February 2021
- TexasResidentSince 13 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 August 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 December 2011 |
| Series 7 | General Securities Representative Examination | 16 November 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 October 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Martin E Palomo
- CRD
- 4995216
- Firm
- Argent Wealth · CRD 311685
- Role
- Chief Executive Officer
- Office
- 1020 HIGHLAND COLONY PARKWAY, SUITE 603, Ridgeland, MS 39157
- Registration
- Investment adviser registration
- In the industry since
- August 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myargentwealth.com
Where does Martin Palomo work?
Martin Palomo has been Chief Executive Officer of Argent Wealth, LLC since January 2021, and is a control person of the firm.
Is Martin Palomo a financial advisor?
Yes. Martin Palomo has a current investment-adviser registration in Mississippi and Texas, through Argent Wealth since February 2021.
How many years of experience does Martin Palomo have?
Martin Palomo has 12 years in the financial industry, since August 2014, across 7 adviser firms.
What exams has Martin Palomo passed?
Martin Palomo has passed 4 licensing exams: the Series 63, Series 7, Series 66 and Series 65. The earliest, the Series 63, was passed in October 2005. FINRA credited Martin Palomo with the SIE, which began in October 2018.
Where did Martin Palomo work before Argent Wealth?
Before Argent Wealth, Martin Palomo was registered through Voya Financial Advisors, Inc., February 2016 to December 2016; Voya Financial Advisors, Inc., June 2014 to September 2015; Cetera Investment Advisers LLC, January 2014 to April 2014; Cetera Investment Services LLC, September 2013 to January 2014; Edward Jones, January 2012 to September 2013; A. G. Edwards & Sons, Inc., September 2006 to August 2007; Metlife Securities Inc., June 2006 to August 2006.
Where is Martin Palomo based?
Martin Palomo’s registered office is in Ridgeland, MS.
Is Martin Palomo registered with FINRA?
No. Martin Palomo has no current broker registration.
How can I verify Martin Palomo’s record?
Search CRD 4995216 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martin Palomo’s full registration record.
