Martin Daniel Standish

Employer firm

Towneley Capital Management, Inc. CRD 169863

$1.09B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• BUSINESS CONSULTING

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

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

Current Employers

Employment History

• 09/2014 → 12/2016
  Comerica Securities, Inc.
  Costa Mesa, CA
• 03/2018 → 03/2019
  California Bank & Trust
  Huntington Beach, CA
• 03/2018 → 03/2019
  Lpl Financial Llc
  Huntington Beach, CA
• 12/2016 → 02/2018
  Unemployed
  Newport Beach, CA
• 03/2019 → Present
  Towneley Capital Management, Inc.
  Laguna Hills, CA

Previous Registrations

• 2018-03-29 → 2019-03-11
  Lpl Financial Llc
  Huntington Beach, CA
  San Diego, CA
  Claremont, CA
  Crestline, CA
  La Palma, CA
  Lake Arrowhead, CA
  Orange, CA
  Rancho Cucamonga, CA
  Tustin, CA
  Huntington Beach, CA
• 2015-01-29 → 2016-10-18
  Comerica Securities
  Costa Mesa, CA
• 2014-01-13 → 2014-08-26
  Morgan Stanley
  Newport Beach, CA
• 2011-05-13 → 2014-01-06
  New England Securities
  San Diego, CA
  Laguna Hills, CA
  Newport Beach, CA
  Laguna Hills, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-03-24

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Martin Standish