Nicholas O'COnnor Martin

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 06/2013 → 12/2018
  Edward Jones
  St Louis, MO
• 12/2018 → Present
  Raymond James Financial Services, Inc.
  Bluffton, SC
• 12/2018 → Present
  Raymond James Financial Services Advisors, Inc.
  Bluffton, SC
• 04/2021 → Present
  Grand Design Wealth Management Inc
  Bluffton, SC

Previous Registrations

• 2013-09-23 → 2018-12-20
  Edward Jones
  Shreveport, LA
  Bossier City, LA
  St Louis, MO
  Bossier City, LA

Other Businesses

(1)Name of Business: Bluffton Financial Planning Address: 1024 Berkeley Hall Blvd, Bluffton, SC, 29909, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Owner / Financial Planner (2)Name of Business: Bossier Financial Planning Address: 1024 Berkeley Hall Blvd Ste 201, Bluffton, SC, 29909-3100, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Conduct business as Bluffton Financial Planning and Bossier Financial Planning conducting business as RJFS ICD.

Exams

• S66 Uniform Combined State Law Examination
  2013-07-26

Other Names

• Nick O'COnnor Martin
• Nicholas Martin