JM
JM

Joy Martinsen

12 Years of Experience
1 DisclosureBrokerSells Insurance

Joy Martinsen is a registered investment advisor at Nobles & Richards Advisors, LLC, based in Smithtown, NY, with 12 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 128 clients with $35M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
128 clients
Average Client Portfolio
$276K average
Assets Under Management
$35.4M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $10.0M0.60%
$10.0M - $15.0M0.40%
$15M+0.40%

Fees negotiable for accounts over $15,000,001. When a client’s account is held at American Funds Service Company, the annual fee for investment management services is billed at .75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

50 Karl Ave, Suite 103, Smithtown, NY, 11787

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History

Regulatory History (1)
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Customer Dispute
August 2025
Pending
Other Business ActivitiesSells Insurance

Joy is VP of The Martinsen Group Inc, set up for tax purposes and receives income from investment activities, but she spends no time on it. She is also a partner at Comprehensive Health Solutions LLC, focusing on Medicare sales and service for a minimal time commitment, and an Investment Adviser Representative at Nobles & Richards Advisors, LLC, dedicating about a third of her time to advising, monitoring, reviewing, research, and analysis.

Employment History
Current Registrations
Nobles & Richards Advisors, LLC
January 2025 - Present · 1 yr 3 mos
Nobles & Richards, INC.
December 2024 - Present · 1 yr 4 mos
Nobles & Richards, INC.Broker
December 2024 - Present · 1 yr 4 mos
Previous Registrations
Fourstar Wealth Advisors, LLC
December 2024 - February 2025 · 2 mos
Centaurus Financial, INC.
April 2022 - November 2024 · 2 yrs 7 mos
Centaurus Financial, INC.Broker
May 2021 - November 2024 · 3 yrs 6 mos
Eq Financial Consultants, INC.Broker
January 1990 - April 1997 · 7 yrs 3 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1990 - April 1997 · 7 yrs 3 mos
State Registrations10 states
CAFLMNNJNYSCSDTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.