Adviser and broker representative · Credit Union Investment Services
Martha K. Smith
CRD 5966070 · Raleigh, NC
At a glance
Martha K. Smith is an investment adviser representative with Credit Union Investment Services in Raleigh, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Martha’s SEC record dates to 2011, about 14 years ago. Martha is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Credit Union Investment ServicesSince January 2018Raleigh, NC · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2011 (14 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- 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
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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.