Peter Scott Martin
Investment adviser representative at Platform Wealth Advisors
28 yearsExperience
1 stateRegistered in
$509MFirm assets
2 yearsFirm in business
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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
28 years in the industry.
- Platform Wealth AdvisorsDec 2024 to now
- Hamilton Mercer Advisors, LLCJan 2023 to now
- Platform Cpas, LLPJan 2023 to now
- Westbrook Properties, LLCOct 2011 to now
- Raymond James Financial Services, Inc.Oct 2000 to Dec 2024
- Civale, Silvestri, Alfieri, Martin & Higgins, LLCSep 1998 to Jan 2023
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Platform Wealth Advisors
Legal name: Platform Wealth Management, LLC
$509MAssets managed
270Clients
11Advisers
2 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
- 3156702
- Firm CRD
- 329313