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Augustus L Martz

16 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
5,456 clients
Average Client Portfolio
$889K average
Assets Under Management
$4.8B

Fee Structure

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Location

5280 Corporate Dr, Frederick, MD, 21703

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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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Employment History
Current Registrations
Oneseven
August 2025 - Present · 6 mos
Fortune Financial Services, INC.Broker
August 2025 - Present · 6 mos
Fortune Financial Services, INC.
August 2025 - Present · 6 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
Exams
No exam information available for this advisor.