Elmer Martin, financial advisor San Antonio TX

Elmer Martin

CRD Number: 1678232
Current Firm: Rockefeller Capital Management

Elmer Martin (CRD# 1678232) is an Investment Advisor Representative working at Rockefeller Capital Management in San Antonio, TX and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Rockefeller Financial LLC San Antonio, TX Mar 2021 - Current 3
Bank Of America, N.a. San Antonio, TX Jul 2011 - Mar 2021 9
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio, TX May 1987 - Mar 2021 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1987
S65 NASAA Investment Advisors Law Examination Aug 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Elmer E. Martin
Phone Number: 212-549-5100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    34,708
    MILLIONS
  • Total Number of Accounts
    46,727
    ACCOUNTS
  • Average Account Value
    $742,780
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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