Skip to content

Andrew Bernard Martin

Investment adviser representative at Quantum Financial Advisors Inc
32 yearsExperience
1 stateRegistered in
$557.5MFirm assets
4 yearsFirm in business

Are you Andrew Bernard Martin? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed 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

32 years in the industry.

  1. Quantum Financial Advisors IncMar 2004 to now
  2. Martin & WallOct 1994 to now

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 1 state (NV).

Quantum Financial Advisors Inc

$557.5MAssets managed
363Clients
10Advisers
4 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
4484517
Firm CRD
113563
Advisor's SEC record (opens in a new tab)
CallContact this firm