Matthew Christopher Martin

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 11/2013 → Present
  Unemployed
  Yorktown, VA
• 03/2014 → 01/2024
  Woodbury Financial Services, Inc
  Manassas, VA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Newport News, VA

Previous Registrations

• 2014-07-18 → 2024-01-19
  Woodbury Financial Services, Inc.
  Manassas, VA
  Newport News, VA

Other Businesses

1) MCM ASSOCIATES POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: P.O. Box 511, Manassas, VA 20108 DESCRIPTION: None 2) MCM FINANCIAL MANAGEMENT POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 104 START DATE: 11/14/2017 ADDRESS: 11825 Rock Landing Drive, York Building, Suite 2C, Newport News VA 23606, United States DESCRIPTION: Investment advisory services. Life Insurance Sales and Services. Financial Advising. 3) SUBLETTING OFFICE SPACE POSITION: Subleaser NATURE: n/a INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 11825 Rock Landing Drive, York Building, Suite 2C, Newport News VA 23606, United States DESCRIPTION: I provide one of my offices to my wife for the use of her photography studio. 4) TWO TWELVE POSITION: Chairperson NATURE: This is a business referral network. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/22/2023 ADDRESS: Holcomb Law, P.C., Mall Parkway, Newport News VA 23602, United States DESCRIPTION: I run the meetings, 1 hour each week. Making sure we stay on time and informing the group of any announcements. 5) MATTHEW MARTIN-INSURANCE POSITION: Contact NATURE: Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/22/2024 ADDRESS: 11825 Rock Landing Drive, York Building, Suite 2C, Newport News, VA 23606 DESCRIPTION: I am the point of contact between the business and the Freiden Group, who actually signs them up for the insurance.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-14