Investment adviser representative · Fidalgo Financial Planning
Shona M. Martin
CRD 6752077 · Anacortes, WA
At a glance
Shona M. Martin is an investment adviser representative with Fidalgo Financial Planning in Anacortes, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Shona’s SEC record dates to 2017, about 9 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Fidalgo Financial PlanningSince March 2017Anacortes, WA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Shona’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
- Locked
- 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.
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