Michael Alan Martin

Employer firm

Madison Avenue Securities, LLC CRD 23224

$2.02B regulatory AUM 31 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2010 → Present
  Legacy Asset Solutions, Inc
  Palm Beach Gardens, FL
• 11/2015 → Present
  Madison Avenue Securities, Llc
  San Diego, CA

Previous Registrations

• 2013-09-25 → 2015-11-04
  Usa Financial Securities Llc
  Ada, MI
  West Palm Beach, FL

Other Businesses

1.) NAME: LEGACY ADVISORS, INC. ; INV RELATED: YES ; ADDRESS: 4273 NORTHLAKE BLVD, PALM BEACH GARDENS, FL 33410; NATURE: FIXED INSURANCE SALES INCLUDING BUT NOT LIMITED TO: ANNUITIES, LIFE INSURANCE, MEDICARE SUPPLEMENTS, LONG TERM CARE, ETC ; POSITION: PRESIDENT ; START DATE: 2010 ; HOURS/MONTH: 80 ; TRADING HOURS/MONTH: 80 ; DUTIES: DAY TO DAY BUSINESS OF FIXED INSURANCE SALES, SOME AGENT TRAINING, JOINT FIELD WORK WITH AGENTS FOR FIXED INSURANCE ONLY. 2.) NAME: LEGACY FINANCIAL PARTNERS, LLC ; INV RELATED: NO - IT SERVES AS A BRAND NAME FOR MARKETING ; ADDRESS: 4273 NORTHLAKE BLVD, PALM BEACH GARDENS, FL 33410 ; NATURE: BRAND NAME FOR MARKETING LEGACY ADVISORS, INC.; POSITION: OWNER; LEGACY ADVISORS INC. ; START DATE: 7/24/2013 ; HOURS/MONTH: 16 ; TRADING HOURS/MONTH: 16 ; DUTIES: OFFICE MANAGEMENT SERVICES & OFFICE BUSINESS EXPENSES. 3.) NAME: LFP MARKETING CORP ; INV RELATED: NO ; ADDRESS: 4273 NORTHLAKE BLVD, PALM BEACH GARDENS, FL 33410; NATURE: MARKETING AND MARKETING SUPPORT ; POSITION: PRESIDENT, CEO AND TREASURER ; START DATE: 11/15/2019 ; HOURS/MONTH: 16 ; TRADING HOURS/MONTH: 16 ; DUTIES: PRESIDENT, CEO AND TREASURER, DAY TO DAY MANAGERIAL SERVICES 4.) NAME: BOOK: THE BIG PICTURE BLUEPRINT FOR RETIREMENT PLANNING, KEYS TO UNLOCKING YOUR FINANCIAL FREEDOM ; INV RELATED: NO ; ADDRESS: 1601 BELVEDERE RD STE 305-S WEST PALM BEACH, FL 33406 ; NATURE:BOOK ; POSITION: AUTHOR ; START DATE: 09/01/2021 ; HOURS/MONTH: 0; TRADING HOURS/MONTH: 0; 5.) NAME: RENTAL PROPERTY; INVESTMENT RELATED: NO; NATURE OF THE BUSINESS: REAL ESTATE RENTAL PROPERTY; HOURS PER WEEK: LESS THAN 1 HOUR; START DATE: 01/2012 6.) NAME: LEGACY ADVISORS, INC. ; INV RELATED: YES ; ADDRESS: 4273 NORTHLAKE BLVD, PALM BEACH GARDENS, FL 33410; NATURE: CONSULTANTING IN CONJUNCTION WITH LAW AND CPA OFFICES FOR THE PURPOSE OF CONSULTING ON MUTUAL CLIENTS INCLUDING BUT NOT LIMITED TO ESTATE PLANNING, TAX PLANNING, ETC ; POSITION: OWNER, PRESIDENT, AGEN, CONSULTANT; START DATE: 2026; HOURS PER MONTH: 20 HOURS

Exams

• S66 Uniform Combined State Law Examination
  2013-09-23

Other Names

• Martin Michael
• Michael Martin