Martin Anthony Scott
Investment adviser representative at Zynergy Retirement Planning
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$173MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Zynergy Retirement PlanningSep 2026 to now
- Lasting Wealth PrinciplesJan 2020 to Sep 2026
- Purshe Kaplan Sterling InvestmentsAug 2017 to Dec 2018
- The Genwealth Group, Inc.Jul 2017 to Oct 2019
- Park Avenue Securities LLCSep 2013 to Aug 2017
- Guardian Life Insurance Company of AmericaJul 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Zynergy Retirement Planning
$173MAssets managed
172Clients
6Advisers
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
- 4937442
- Firm CRD
- 143861