Bernard Paul Martin

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2002 → Present
  Lpl Financial Llc
  Falls, PA
• 11/2016 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2002-02-28 → 2002-10-15
  Prudential Equity Group, Llc
  Scranton, PA

Other Businesses

(1) 06/02/2011: Straightforward Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 6/21/2017: The Barn at Glistening Pond LLC - Investment Related - Falls, PA - Real Estate Rental - 30 Hours Per Month/2 Hours During Securities Trading - Subleasing my parents Barn for weddings. (3) 6/22/2017: No Business Name - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 06/03/2003 - 20 Hours Per Month/5 Hours During Securities - PREPARATION OF TAX RETURNS. 4) 08/09/2017 -Private Advisor Group, LLC-investment related- At reported business location(s)-Registered Investment Advisor Hybrid-start 11/08/2016-Hours per month 153/ hours during trading 90- I provide investment advisory services through Private Advisor Group, LLC an independent investment advisor firm. I started this business activity on 8/9/17. I expect to spend approximately 153 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 08/09/2017-Private Advisor Group- DBA: (Hybrid) Straightforward Wealth Management, LLC-investment related- At reported business location(s)-Registered Investment Advisor DBA-start 11/08/2016-Hours per month 153/ hours during trading 90-I provide investment advisory services through Private Advisor Group, LLC an independent investment advisor firm. I started this business activity on 8/9/17. I expect to spend approximately 153 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-09-26
• S65 Uniform Investment Adviser Law Examination
  1997-09-26

Other Names

• Bernie Martin
• Bernard Paul Martin