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Thomas Scott Martin

Investment adviser representative at Vestia Personal Wealth Advisors
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets

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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
  • Seminars and workshops

Experience

19 years in the industry.

  1. The Tebow GroupApr 2023 to now
  2. Mammoth Admin & Tech, LLC dba Mammoth TechnologyApr 2021 to now
  3. Mammoth Investors, LLCApr 2021 to now
  4. Mammoth Scientific, LLCOct 2020 to now
  5. Vestia Personal Wealth AdvisorsJan 2018 to now
  6. Vestia Advisors, LLCOct 2017 to now
  7. The Securities Group dba Mammoth ResearchNov 2020 to Jul 2023
  8. Ausdal Financial Partners, IncJan 2020 to Nov 2020
  9. Larson Financial Securities, LLCJul 2010 to Dec 2017
  10. Larson Financial Group, LLCDec 2007 to Dec 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

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

Vestia Personal Wealth Advisors

Legal name: Vestia Advisors, LLC

$1.1BAssets managed
3,987Clients
22Advisers
8 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
4532988
Firm CRD
290565
Advisor's SEC record (opens in a new tab)
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