Martin Scott has been an investment adviser representative at Zynergy Retirement Planning since September 2026, and is not listed among the firm’s executive officers or direct owners. Martin Scott holds a BS from Cornell University and an MBA from Seton Hall University.
Zynergy Retirement Planning is a Red Bank, NJ firm with $173M under management, 172 clients and 3 advisers in one office, as of its June 2026 filing.
Martin Scott is Lead Planner of Zynergy Retirement Planning. He has been a financial planner for over 13 years.
Martin Scott’s longest registration was 6 years at Lasting Wealth Principles, LLC (2020–2026). Before joining Zynergy Retirement Planning in 2026, Martin Scott was registered through Lasting Wealth Principles, LLC and The Genwealth Group, Inc.
- Zynergy Retirement PlanningCurrent– present · under a yearRed Bank, NJ · Adviser representative · Firm CRD 143861
- Lasting Wealth Principles, LLC– · 6 yearsFreehold, NJ · Adviser representative · Firm CRD 307246
- The Genwealth Group, Inc.– · under a yearMaplewood, NJ · Adviser representative · Firm CRD 154569
- Park Avenue Securities LLC– · 3 yearsWall, NJ · Adviser representative · Firm CRD 46173
Professional designations
Listed by Zynergy Retirement Planning
- CFP®
Investment adviser representative registrations
Martin Scott is registered as an investment adviser representative in New Jersey, since September 2026.
- New JerseySince 17 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 February 2014 |
| Series 7 | General Securities Representative Examination | 23 October 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Martin Anthony Scott
- CRD
- 4937442
- Firm
- Zynergy Retirement Planning · CRD 143861
- Office
- 10 NJ-35, Red Bank, NJ 07701
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zynergyretirement.com
Where does Martin Scott work?
Martin Scott is an investment adviser representative registered through Zynergy Retirement Planning since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Martin Scott a financial advisor?
Yes. Martin Scott has a current investment-adviser registration in New Jersey, through Zynergy Retirement Planning since September 2026.
How many years of experience does Martin Scott have?
Martin Scott has 12 years in the financial industry, since May 2014, across 4 adviser firms.
What exams has Martin Scott passed?
Martin Scott has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2013. FINRA credited Martin Scott with the SIE, which began in October 2018.
Where did Martin Scott work before Zynergy Retirement Planning?
Before Zynergy Retirement Planning, Martin Scott was registered through The Genwealth Group, Inc., March 2019 to December 2019; Park Avenue Securities LLC, February 2014 to August 2017.
Where is Martin Scott based?
Martin Scott’s registered office is in Red Bank, NJ.
Is Martin Scott registered with FINRA?
No. Martin Scott has no current broker registration.
Is Martin Scott a CFP?
Zynergy Retirement Planning lists Martin Scott with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Martin Scott, CFP®, MBA biography, zynergyretirement.com
How can I verify Martin Scott’s record?
Search CRD 4937442 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martin Scott’s full registration record.
