Thomas
Martin

Globalt Investments

CRD#1147384
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Thomas Martin is a chartered financial analyst who works in Atlanta, Georgia with a total of 9 years of industry experience. Martin is an employee of Globalt Investments. During their career, Martin has held roles at Genspring Family Offices and Globalt Investments. Martin holds a Series 63 license, which qualifies them as a securities representative, and can work in Georgia. Globalt Investments is a company that has its headquarters in Atlanta, GA. It manages $3 billion in assets across its 4,225 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 51 charities and foundations. Of its 4,225 customer accounts, just 14% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial management typically are based on the type of services offered. However, fee types charged by Globalt Investments likely consist of some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

3400 Overton Park Drive Suite 200
Atlanta, GA 30339

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.

Globalt Investments Brokerage Details

Total Assets Under Management

$2,543,718,212

GA Average: $3,570,121,308
Total Number of Employees

21

GA Average: 58
Total Number of Accounts

4,225

GA Average: 1,608
Average Account Size

$602,063

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Thomas Martin Work History

Thomas has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Globalt Investments

2006 - 2014 (8 years)

Genspring Family Offices

*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 Thomas Martin 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 Globalt Investments

Cheryl Lavette
Atlanta, GA
James Kish
Atlanta, GA
Marc Sydnor
Atlanta, GA
Thomas Martin
Atlanta, GA
Jairus Buchanan
Atlanta, GA
Annette Marshall
Atlanta, GA
Drake Craig
Atlanta, GA
Carole Cox
Atlanta, GA

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