Martin Joseph Buckholtz

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-10-03
NY	RA	APPROVED	2024-09-06

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	08/2024	Present
Equitable Advisors, Llc	New York	NY	12/2022	08/2024
Unenployed	Centerport	NY	01/2022	11/2022
University Of Delaware	Newark	DE	08/2018	12/2021
Harborfields High School	Greenlawn	NY	09/2014	07/2018
Centerport Yacht Club	Centerport	NY	05/2016	12/2017
Bank Of America, N.A.	New York	NY	09/2024	Present

08/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
12/2022 → 08/2024

Equitable Advisors, Llc

New York, NY
01/2022 → 11/2022

Unenployed

Centerport, NY
08/2018 → 12/2021

University Of Delaware

Newark, DE
09/2014 → 07/2018

Harborfields High School

Greenlawn, NY
05/2016 → 12/2017

Centerport Yacht Club

Centerport, NY
09/2024 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-03

Nearby Firms