Michele Marie Martin

Employer firm

King Wealth Management Group, LLC CRD 159550

$1.08B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 02/2013 → 01/2018
  Purshe Kaplan Sterling Investments
  Albany, NY
• 02/2013 → Present
  King Wealth Management Group
  Saratoga Springs, NY

Previous Registrations

• 2009-06-01 → 2013-03-07
  Morgan Stanley
  Saratoga Springs, NY
• 2007-10-19 → 2009-06-01
  Morgan Stanley & Co. Llc
  Saratoga Springs, NY

Other Businesses

1) MICHELE M. MARTIN, DIVORCE MEDIATOR DBA DIVORCE AGREE. NOT INVESTMENT RELATED. 100 SARATOGA VILLAGE BOULEVARD, MALTA, NY 12020. DIVORCE MEDIATION. OWNER. 03/2013. 10 HRS/MO. DIVORCE MEDIATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-12
• S63 Uniform Securities Agent State Law Examination
  2004-05-13

Other Names

• Michelle M. Martin