Martin Albanese
Also appears in the source record as: Martin Philip Albanese Jr; Martin Philip Albanese Jr.; Martin Philip Albanese; Martin Albanese; Marty Albanese
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (6)
- SIESeries 7Series 21Series 25Series 65Series 63
- Registered states (53)
- Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
- Years in the industry (source record)
- 25
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- J.P. Morgan Securities LLC
- Firm CRD
- 79
- SEC number
- 801-3702
- Assets under management
- $429.7B as of Jun 30, 2026
- Website
- wealthpartners.jpmorgan.com ↗
- Phone
- 800-999-2000
- Firm location
- New York, NY, 10017
Employment history (17)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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Charles Schwab & Co., Inc.Manhasset, NY · IA capacityApr 8, 2019 → Dec 19, 2023
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Charles Schwab & Co., Inc.Manhasset, NY · BC capacityApr 8, 2019 → Dec 19, 2023
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Stifel, Nicolaus & Company, IncorporatedGarden City, NY · IA capacityOct 25, 2016 → Mar 12, 2019
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Stifel, Nicolaus & Company, IncorporatedGarden City, NY · BC capacityOct 24, 2016 → Mar 12, 2019
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Amerivest Investment Management, LLCForest Hills, NY · IA capacitySep 22, 2015 → Oct 20, 2016
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Td Ameritrade, Inc.Forest Hills, NY · IA capacitySep 18, 2015 → Oct 20, 2016
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Td Ameritrade, Inc.Forest Hills, NY · BC capacitySep 18, 2015 → Oct 20, 2016
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Lincoln Investment Planning, LLCEast Islip, NY · IA capacitySep 9, 2014 → Aug 31, 2015
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Lincoln InvestmentEast Islip, NY · BC capacitySep 8, 2014 → Aug 31, 2015
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Strategic Advisers, Inc.Garden City, NY · IA capacityAug 1, 2013 → Sep 5, 2014
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Fidelity Brokerage Services LLCGarden City, NY · BC capacityMay 20, 2010 → Sep 4, 2014
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Madison Proprietary Trading Group, LLCNew York, NY · BC capacityJul 30, 2009 → May 11, 2010
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Banc Of America Specialist, Inc.New York, NY · BC capacityMay 12, 2005 → Mar 30, 2009
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Labranche & Co. LLCNew York, NY · BC capacitySep 27, 2001 → May 2, 2005
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R. Adrian & Company, LLCNew York, NY · BC capacityOct 1, 2000 → Sep 13, 2001
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.