Augustus Martz is a registered investment advisor, based in Beachwood, OH, with 16 years of industry experience.
Location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
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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.
Learn about disclosures →Employment History
Current Registrations
Oneseven
August 2025 - Present · 8 mos
Fortune Financial Services, INC.Broker
August 2025 - Present · 8 mos
Fortune Financial Services, INC.
August 2025 - Present · 8 mos
Previous Registrations
Truist Advisory Services, INC.
March 2021 - August 2025 · 4 yrs 5 mos
Truist Investment Services, INC.Broker
February 2021 - August 2025 · 4 yrs 6 mos
Bb&t Securities, LLC
January 2018 - March 2021 · 3 yrs 2 mos
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
December 2016 - January 2018 · 1 yr 1 mo
Bb&t Investment Services, INC.Broker
December 2016 - January 2018 · 1 yr 1 mo
M&t Securities, INC.
February 2012 - November 2016 · 4 yrs 9 mos
M&t Securities, INC.Broker
February 2012 - November 2016 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - September 2011 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - September 2011 · 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2011 · 2 yrs
Morgan Stanley Smith BarneyBroker
June 2009 - June 2011 · 2 yrs
Citigroup Global Markets INC.
May 2009 - June 2009 · 1 mo
Citigroup Global Markets INC.Broker
April 2009 - June 2009 · 2 mos
State Registrations6 states
FLMDNCPAVAWV
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.