Adviser and broker representative · Ip Financial Advisory Services LLC
Martha Delgado
CRD 7694736 · Ross, CA
At a glance
Martha Delgado is an investment adviser representative with Ip Financial Advisory Services LLC in Ross, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Martha’s SEC record dates to 2025, about 1 years ago. Martha is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Ip Financial Advisory Services LLCSince December 2025Ross, CA · $481M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 7 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Martha’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.