Martin Wildy has been Shareholder of 1620 Investment Advisors since May 2003, is not listed as a control person, but directly owns between 5% and 10% of the firm.
1620 Investment Advisors, Inc. is a Plymouth, MA firm with $242M under management, 242 clients and 3 advisers in one office, as of its June 2026 filing.
Martin Wildy’s longest registration was 8 years at Aris Wealth Services Inc (2006–2015).
- Abundance Wealth Counselors, LLCAlso current– present · 4 yearsState College, PA · Adviser representative · Firm CRD 111740
- Avail Investment Partners, LLCAlso current– present · 5 yearsLemont, PA · Adviser representative · Firm CRD 315678
- Investment Research PartnersAlso current– present · 7 yearsLemont, PA · Adviser representative · Firm CRD 304315
- Aris Wealth Services Inc– · 8 yearsState College, PA · Adviser representative · Firm CRD 104577
Investment adviser representative registrations
Martin Wildy is registered as an investment adviser representative in 2 states. The first approvals date from June 2019; the most recent is Massachusetts, in November 2021.
- MassachusettsSince 22 November 2021
- PennsylvaniaSince 24 June 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 February 2002 |
| Series 7 | General Securities Representative Examination | 12 September 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Martin Anthony Wildy
- CRD
- 4264267
- Firm
- 1620 Investment Advisors · CRD 119262
- Role
- Shareholder
- Registration
- Investment adviser registration
- In the industry since
- September 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Martin Wildy work?
Martin Wildy has been Shareholder of 1620 Investment Advisors, Inc. since May 2003.
Is Martin Wildy a financial advisor?
Yes. Martin Wildy has a current investment-adviser registration in Massachusetts and Pennsylvania.
How many years of experience does Martin Wildy have?
Martin Wildy has 18 years in the financial industry, since September 2008, across 5 adviser firms.
What exams has Martin Wildy passed?
Martin Wildy has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2000.
Where was Martin Wildy previously registered as an investment adviser?
Martin Wildy has past investment-adviser registrations through Aris Wealth Services Inc, September 2006 to January 2015; 1620 Investment Advisors, Inc., April 2004 to September 2006, across 5 firms.
Is Martin Wildy registered with FINRA?
No. Martin Wildy has no current broker registration.
How can I verify Martin Wildy’s record?
Search CRD 4264267 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martin Wildy’s full registration record.
