Peter Martin has been an investment adviser representative at Platform Wealth Management since January 2025, and is not listed among the firm’s executive officers or direct owners.
Platform Wealth Management, LLC is a Holladay, UT firm with $509M under management, 270 clients and 9 advisers across 4 offices, as of its September 2026 filing.
Peter Martin’s longest registration was 15 years at Raymond James Financial Services Advisors, Inc (2009–2024). Before joining Platform Wealth Management in 2025, Peter Martin was registered through Raymond James Financial Services Advisors, Inc and Raymond James Financial Services.
- Platform Wealth AdvisorsCurrent– present · 1 yearMorganville, NJ · Adviser representative · Firm CRD 329313
- Raymond James Financial Services Advisors, Inc– · 15 yearsMercerville, NJ · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 5 yearsMercerville, NJ · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
Peter Martin is registered as an investment adviser representative in New Jersey, since January 2025.
- New JerseySince 2 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 February 1999 |
| Series 7 | General Securities Representative Examination | 3 February 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Peter Scott Martin
- CRD
- 3156702
- Firm
- Platform Wealth Management · CRD 329313
- Office
- Morganville, NJ
- Registration
- Investment adviser registration
- In the industry since
- March 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Peter Martin work?
Peter Martin is an investment adviser representative registered through Platform Wealth Management, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Peter Martin a financial advisor?
Yes. Peter Martin has a current investment-adviser registration in New Jersey, through Platform Wealth Management since January 2025.
How many years of experience does Peter Martin have?
Peter Martin has 27 years in the financial industry, since March 1999, across 3 adviser firms.
What exams has Peter Martin passed?
Peter Martin has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 1999. FINRA credited Peter Martin with the SIE, which began in October 2018.
Where did Peter Martin work before Platform Wealth Management?
Before Platform Wealth Management, Peter Martin was registered through Raymond James Financial Services Advisors, Inc, January 2009 to December 2024; Raymond James Financial Services, July 2003 to January 2009.
Where is Peter Martin based?
Peter Martin’s registered office is in Morganville, NJ.
Is Peter Martin registered with FINRA?
No. Peter Martin has no current broker registration.
How can I verify Peter Martin’s record?
Search CRD 3156702 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Martin’s full registration record.