Daniel J Martin
Financial advisor at Raymond James & Associates, Inc. · Worcester, MA
Last updated 2026-10-10
Claim your profileDaniel J Martin is a financial advisor at Raymond James & Associates, Inc. in Worcester, MA, CRD 8000333. Licenses and exams on the registration: Series 66. IAPD registration began 2025-03-05.
Registration
- CRD number
- 8000333
- Registration status
- Active
- IAPD registration
- 2025-03-05
- Industry Experience
- 1 year
- Work Experience
- 15 years
- States registered
- CT, TX
Licenses and exams
- Series 66
Work history
- 2024-11 to 2025-01 · Raymond James & Associates Inc. · Worcester, MA
- 2022-08 to 2024-10 · Seven Hills Foundation · Worcester, MA
- 2022-05 to 2022-07 · Unemployed · Millbury, MA
- 2018-08 to 2022-05 · Roger Williams University · Bristol, RI
- 2017-03 to 2021-08 · S&S Marketplace · West Boylston, MA
- 2021-08 to 2022-04 · Violas Wine and Spirits · Bristol, RI
- 2019-08 to 2020-05 · Roger Williams University Dining Hall · Bristol, RI
- 2020-08 to 2021-05 · Roger Williams Dining Hall · Bristol, RI
- 2021-05 to 2021-08 · Worcester County District Attorney's Office · Worcester, MA
- 2011-08 to 2018-08 · Worcester Academy · Worcester, MA
- 2025-01 to Present · Raymond James & Associates Inc. · Worcester, MA
Current employment
- Raymond James & Associates, Inc. · St. Petersburg, FL
Raymond James & Associates, Inc.
- Regulatory AUM
- $500,955,604,975
- Registered advisors
- 5,800
- Offices
- 1,828
- Clients per advisor
- 91.7 (Moderate)
- Average AUM per client
- $942.3K (Low)
- High-net-worth client ratio
- 18.7% (Moderate)
Raymond James & Associates, Inc.: advisors, services and reported ETF investments
About
Daniel J Martin is a financial advisor at Raymond James & Associates, Inc. in Worcester, MA. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 15 years of reported work history. Reported roles include Seven Hills Foundation, Unemployed, Roger Williams University, Violas Wine and Spirits, among others.
SEC disclosures list additional business and community activities: (1) Name Of Business: Snowed Inn Waitsfield Address: 316 West Main St: , millbury, ma, 01527, united states activity type: rental real estate position/title: partner investment related: yes start date: 08/06/2026 hours per month devoted to this business: 2-10 hours per month devoted to this business during trading hours: 0-1 description of duties: 50% stakeholder; pay fees/expenses involved with the condominium.
Raymond James & Associates, Inc.'s firm-level Form ADV reports 5,800 advisors across 1,828 offices; approximately 91.7 clients per advisor, average assets per client of $942,324, and regulatory AUM of $501B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Raymond James & Associates, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Registered Municipal Advisor
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or Syndicator of Limited Partners
Location
1 Mercantile Street, Worcester, MA 01608
7 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 727-567-1000
- Website: alexbrown.com
- Youtube
Official record
Are you Daniel J Martin?
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