Martin
Sullens

Maryland Financial Group, Inc

CRD#3090679
Investment Advisor
in Marietta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Martin Sullens is a financial advisor operating in Marietta, Georgia who has 8 years of relevant experience. Sullens works at Maryland Financial Group, Inc. During their career, the advisor has held roles at Fsc Securities, Lpl Financial LLC and Maryland Financial Group, Inc. Sullens holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to serve investors in Georgia. Maryland Financial Group, Inc is a firm that has its headquarters in Rockville, MD. The firm has offices in 18 locations and a total of 40 advisors. It manages $976 million in assets under management among its 3,666 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 3,666 client accounts, 38% belong to high-net-worth clients who have more than $1 million in assets. Maryland Financial Group, Inc provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on the services provided. Fees billed by Maryland Financial Group, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Marietta, GA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Maryland Financial Group, Inc Brokerage Details

Total Assets Under Management

$975,955,345

GA Average: $6,889,882,315
Total Number of Employees

40

GA Average: 45
Total Number of Accounts

3,666

GA Average: 765
Average Account Size

$266,218

GA Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Martin Sullens Work History

Martin has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Maryland Financial Group, Inc

2014 - Present (10 years)

Lpl Financial LLC

2011 - 2014 (3 years)

Fsc Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Martin Sullens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Maryland Financial Group, Inc

Thompson Lemaistre
Jacksonville, FL
Eric Cox
Rockville, MD
Mark Rossbach
Rockville, MD
Morgan Crawford
Mount Pleasant, SC
Leah Paul
Mount Pleasant, SC
David Mandell
Mount Pleasant, SC
John Plaugher
Rockville, MD
Alan Majak
Rockville, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started