Best Investors Account Sign in
Inactive

Daniel Patrick Martell

3Sisters Sustainable Management, Inc

Hillsborough, NC

CRD 2855260

Claim This Profile
Employer firm

3Sisters Sustainable Management, Inc CRD 159207

$104M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
3Sisters Sustainable Management, Inc

Hillsborough, NC • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-09-19
NC RA APPROVED 2018-03-29
  • TN RA
    APPROVED
    Since 2024-09-19
  • NC RA
    APPROVED
    Since 2018-03-29

Branch Locations

Hillsborough, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
3Sisters Sustainable Management, Inc Hillsborough NC 12/2015 Present
Previous Registrations
  • 2009-06-01 → 2009-11-23
    Morgan Stanley
    Bethesda, MD
  • 2008-12-15 → 2009-06-01
    Morgan Stanley & Co. Llc
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-29
S66 Uniform Combined State Law Examination 2008-12-12
S63 Uniform Securities Agent State Law Examination 2003-10-10
  • S65 Uniform Investment Adviser Law Examination
    2018-03-29
  • S66 Uniform Combined State Law Examination
    2008-12-12
  • S63 Uniform Securities Agent State Law Examination
    2003-10-10

View on SEC IAPD

More in Hillsborough, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor