Roland Touzeau Martin

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 06/2024
  Securities America Inc
  Chesapeake, VA
• 06/2014 → 06/2024
  Securities America Advisors
  Chesapeake, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Chesapeake, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Chesapeake, VA

Previous Registrations

• 2014-07-21 → 2024-06-14
  Securities America Advisors, Inc.
  Chesapeake, VA
  Chesapeake, VA
• 2003-05-29 → 2014-07-31
  Valic Financial Advisors, Inc.
  Portsmouth, VA
  North Chesterfield, VA
  Richmond, VA

Other Businesses

1. GREAT CIRCLE WEALTH STRATEGIES POSITION: Insurance Agent NATURE: Fixed insurance and annuity sales. Medicare supplement insurance policy sales. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/23/2014 ADDRESS: 3126 Harvesttime Cres, Chesapeake VA 23321, United States DESCRIPTION: Sales of fixed insurance, fixed and fixed indexed annuities and Medicare supplement policies. 2. DEACON POSITION: Deacon NATURE: Deacon at Riverbend Church, Suffolk, VA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/12/2022 ADDRESS: 230 Meadow View Blvd, Suffolk VA 23435, United States DESCRIPTION: Coordinate small groups for the church. 3. CHARTED WAY FOUNDATION POSITION: Board Member NATURE: 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2025 ADDRESS: 4240 Portsmouth Blvd, Chesapeake VA 23321, United States DESCRIPTION: Member of Board of Directors. Provide education and input regarding financial planning matters for the Charted Way Foundation. I will not have oversight, discretion, or access to any funds of the foundation. 4. ESTATE EXECUTOR POSITION: Executor NATURE: None. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/05/2025 ADDRESS: 3126 Harvesttime Cres, Chesapeake VA 23321, United States DESCRIPTION: Administer estate of my deceased mother, Frances P. Martin, formerly a resident of Portsmouth, VA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-05-28
• S63 Uniform Securities Agent State Law Examination
  1999-05-20

Designations

• Certified Financial Planner

Other Names

• Roland Touzeau Martin
• Raleigh Martin
• Roland T Martin
• Roland Touzbau Martin