Daniel J Martin
Investment adviser representative at Raymond James & Associates, Inc.
15 yearsExperience
2 statesRegistered in
$501BFirm assets
51 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 assetsHourlyFixed or flat feeCommissions
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
15 years in the industry.
- Raymond James & Associates, Inc.Nov 2024 to now
- Seven Hills FoundationAug 2022 to Oct 2024
- UnemployedMay 2022 to Jul 2022
- Violas Wine and SpiritsAug 2021 to Apr 2022
- Worcester County District Attorney's OfficeMay 2021 to Aug 2021
- Roger Williams Dining HallAug 2020 to May 2021
- Roger Williams University Dining HallAug 2019 to May 2020
- Roger Williams UniversityAug 2018 to May 2022
- S&s MarketplaceMar 2017 to Aug 2021
- Worcester AcademyAug 2011 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 8000333
- Firm CRD
- 705