Martin Motnik

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 04/2025 → Present
  Money Concepts Advisory Services
  Palm Beach Gardens, FL
• 09/2025 → Present
  Freelance
  Las Vegas, NV
• 01/2008 → Present
  Self-Employed Musician
  Las Vegas, NV

Other Businesses

1. Martin Motnik. Non-Investment related. Start Date 01/01/2008. Sole Proprietor. Independent Musician, freelance bass player. Play and record audio tracks, all administrative tasks. Record and audio tracks. 80 Total hrs per month. 20hrs during securities trading hours. 2. Freelance Translation Services for MESMO Inc., since 9/4/2025, Freelance language translation services, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-07