MS
CFA
MS
CFA

Martin Christopher Sirera

5 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$204K average
Assets Under Management
$210.6M

Fee Structure

Minimum Investment:$60K
Financial Planning:Investment management only
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Location

701 Poydras St., Suite 3100, New Orleans, LA, 70139

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Martin is the sole member of Lonesome Assets, LLC, intended to hold investment real estate and working capital, but currently holds only a small amount of cash. He also serves as Treasurer for the Ancient Order of Hibernians, spending minimal time maintaining financial records and reporting activities.

Employment History
Current Registrations
Hancock Whitney Investment Services INC.
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Capital One Asset Management, LLC
August 2016 - July 2018 · 1 yr 11 mos
State Registrations1 state
LA
Advisor
Exams
No exam information available for this advisor.