Martin Daniel Standish
Investment adviser representative at Towneley Capital Management, Inc.
12 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$1.1BFirm assets
Are you Martin Daniel Standish? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Towneley Capital Management, Inc.Mar 2019 to now
- California Bank & TrustMar 2018 to Mar 2019
- LPL Financial LLCMar 2018 to Mar 2019
- UnemployedDec 2016 to Feb 2018
- Comerica Securities, Inc.Sep 2014 to Dec 2016
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Towneley Capital Management, Inc.
$1.1BAssets managed
240Clients
7Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2140841
- Firm CRD
- 169863