Todd Chandler 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

• 10/2014 → 03/2021
  Videre Wealth Management
  Exton, PA
• 10/2014 → 03/2021
  Commonwealth Financial Network
  Waltham, MA
• 04/2021 → Present
  Teacher Benefit Strategies
  Lancaster, PA
• 04/2021 → 10/2024
  American Portfolios Financial Services Inc
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2021-06-28 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2015-04-14 → 2021-03-29
  Commonwealth Financial Network
  Exton, PA

Other Businesses

1. Castle in the Sand ,Co-Owner of vacation rental property located in Corolla, NC, as of 01/16/2020; 0% time spent during business hours; Not conducted at branch location; Investment related. 776 Crown Point Cir Corolla, NC 27927 5 hours per month devoted to other business. Teacher Benefit Strategies-Paraplanner-start date 04/06/2021 - not investment related - meeting prep and follow up -170 hours per mo., 130 during market hours 2. TEACHER BENEFIT STRATEGIES LLC POSITION: Paraplanner NATURE: Marketing & Payroll Entity INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/06/2021 ADDRESS: 1755 Oregon Pike STE 100, Lancaster PA 17601, United States DESCRIPTION: I am the office Paraplanner. I handle everything from trading, data input, client meetings preps / follow-ups,follow through on tasks relayed from advisors, and assist with day to day operations. 3. CASTLE IN THE SAND POSITION: Owner NATURE: Sole Proprietorship; ST Property Rental / Beach House INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2020 ADDRESS: 776 Crown Point Circle, Corolla NC 27927, United States DESCRIPTION: Property Owner

Exams

• S66 Uniform Combined State Law Examination
  2015-04-14
• S63 Uniform Securities Agent State Law Examination
  1999-10-20

Designations

• Certified Financial Planner