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Lee Hamilton Martin

Investment Adviser Representative at Marquette Associates, Inc.

West Chester, PACRD #4410962Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Lee Hamilton Martin is an investment adviser representative with Marquette Associates, Inc. in West Chester, PA, where they have been registered since 2003. They have worked in the securities industry since 2003 and have been registered with 3 firms, including Wharton Equity Corporation and Peirce PARK Group Inc. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/6/2003
Series 7
General Securities Representative Examination
Passed 7/30/2002

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Marquette Associates, Inc.Current
4/25/2003 – West Chester, PA
Wharton Equity Corporation
1/3/2005 – 7/16/2007West Chester, PA
Peirce PARK Group Inc.
4/25/2003 – 12/31/2002West Chester, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Peirce PARK Group
    Oct 2000 – no end date reportedWest Chester, PA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Marquette Associates, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

High Net WorthState/Municipal

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
2
Main office:
West Chester, PA
SEC file number:
801-71334

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 15, 2026

View full firm profile

Other advisors at Marquette Associates, Inc.

2 other advisors in the directory

View Marquette Associates, Inc. firm profile

Similar advisors in West Chester, PA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lee Hamilton Martin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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