Patrick Martin has been Member/Manager/Chief Compliance Officer of Ashford Advisors since November 2000, is a control person of the firm and directly owns between 25% and 50% of it.
Ashford Advisors, LLC is a Pittsford, NY firm with $943M under management, 79 clients and 3 advisers in one office, as of its March 2026 filing.
- Ashford Advisors, LLCCurrent– present · 5 yearsPittsford, NY · Adviser representative · Firm CRD 114238
Investment adviser representative registrations
Patrick Martin is registered as an investment adviser representative in New York, since July 2021.
- New YorkSince 22 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 March 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Patrick Daniel Martin
- CRD
- 4369705
- Firm
- Ashford Advisors · CRD 114238
- Role
- Member/Manager/Chief Compliance Officer
- Office
- 30 B GROVE STREET, Pittsford, NY 14534
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Patrick Martin work?
Patrick Martin has been Member/Manager/Chief Compliance Officer of Ashford Advisors, LLC since November 2000, and is a control person of the firm.
Is Patrick Martin a financial advisor?
Yes. Patrick Martin has a current investment-adviser registration in New York, through Ashford Advisors since July 2021.
How many years of experience does Patrick Martin have?
Patrick Martin has 5 years in the financial industry, since July 2021, across 1 adviser firm.
What exams has Patrick Martin passed?
Patrick Martin passed the Series 65 in March 2002.
Where is Patrick Martin based?
Patrick Martin’s registered office is in Pittsford, NY.
Is Patrick Martin registered with FINRA?
No. Patrick Martin has no current broker registration.
How can I verify Patrick Martin’s record?
Search CRD 4369705 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Martin’s full registration record.