Director of Compliance · Benchmark Advisory Services, LLC
David J. Martin
CRD 5202659 · Named on Form ADV at one SEC-registered adviser
At a glance
Benchmark Advisory Services, LLC, an SEC-registered asset manager based in SAN Diego, CA with $0 in regulatory assets, lists David J. Martin on its Form ADV as Director of Compliance.
Firms and roles
- Benchmark Advisory Services, LLCDirector of ComplianceAsset manager · SAN Diego, CA · $0M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael H. NessimDirector, Benchmark Advisory Services, LLC
- Mohamed A AlsoraimiChief Compliance Officer, Benchmark Advisory Services, LLC
- Jeremy M. WilderChief Legal/corporate Secretary, Benchmark Advisory Services, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.