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Ryan Matthew Martin

Martin Capital Planning

East Longmeadow, MA

CRD 6195819

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Employer firm

Martin Capital Planning CRD 337257

Reported services (Item 5G)

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

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

Current Employers
Martin Capital Planning

7 Purves Street Suite 24, East Longmeadow, MA 01028 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-07-22
TX RA APPROVED_RES 2025-06-13
  • MA RA
    APPROVED
    Since 2025-07-22
  • TX RA
    APPROVED_RES
    Since 2025-06-13

Branch Locations

7 Purves Street Suite 24, East Longmeadow, MA 01028 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Springfield MA 01/2019 06/2025
Invuity Inc. San Francisco CA 02/2018 01/2019
Hologic Inc. Marlborough MA 02/2016 02/2018
Martin Capital Planning East Longmeadow MA 05/2025 Present
  • 01/2019 → 06/2025
    Raymond James Financial Services, Inc.
    Springfield, MA
  • 02/2018 → 01/2019
    Invuity Inc.
    San Francisco, CA
  • 02/2016 → 02/2018
    Hologic Inc.
    Marlborough, MA
  • 05/2025 → Present
    Martin Capital Planning
    East Longmeadow, MA
Previous Registrations
Other Businesses

licensed insurance agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-29
  • S66 Uniform Combined State Law Examination
    2019-05-29
Other Names
  • Ryan Martin

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

MICHAEL SCOTT POGGI
Paul Richard Duquette
RONALD JAMES BRIGGS

Nearby Offices

LPL FINANCIAL LLC · EAST LONGMEADOW, MA
OSAIC INSTITUTIONS, INC. · East Longmeadow, MA
LPL FINANCIAL LLC · EAST LONGMEADOW, MA

More in East Longmeadow, MA

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