Michelle R Martin

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2012 → 12/2023
  Commonwealth Financial Network
  Waltham, MA
• 02/2012 → Present
  Riverstone Wealth Management
  Rhinebeck, NY
• 01/2024 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Fixed Insurance sales, as of 06/10/2013, spends 5% of time during market hours, conducted at branch, investment related. 2. RiverStone Wealth Management, Inc., DBA RiverStone Private Wealth Advisors, president and owner of private entity setup as operation company for securities, investment advisory and insurance business, as of 02/17/2012, spends 100% of time during market hours, conducted at branch, investment related. 3. Maples Homestead, LLC, 100% owner of private real estate holding company that owns building in which branch operates and renting remaining space to other business, as of 02/01/2016, spends 5% time during market hours, conducted at branch, investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-17
• S63 Uniform Securities Agent State Law Examination
  1999-01-13

Other Names

• Michelle Tetz
• Michelle Renee Dziad
• Michelle Renee Tetz