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Martin Gaspar Arslanian-Torre

Investment Adviser Representative at Advice AND Planning Services

Philadelphia, PACRD #6948074Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
5

Professional summary

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

Martin Gaspar Arslanian-Torre is an investment adviser representative with Advice and Planning Services in Philadelphia, PA, where they have been registered since 2023. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Wells Fargo Clearing Services, LLC and Citizens Investment Services. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.

Office

1700 Market Street, 32nd Floor/suite 3222
Philadelphia, PA 19103

Advisors at this office: 35

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania
Broker:
4 states and territories

Delaware, New Jersey, Pennsylvania, West Virginia

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

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/29/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 7/30/2018
Series 7
General Securities Representative Examination
Passed 9/16/2021
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/25/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Advice AND Planning ServicesCurrent
1/25/2023 – Philadelphia, PA
Tiaa-cref Individual & Institutional Services, LLCCurrent
1/25/2023 – Philadelphia, PA
Wells Fargo Clearing Services, LLC
9/7/2021 – 1/18/2023Wilmington, DE
Citizens Investment Services
11/29/2018 – 12/31/2020Philadelphia, 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. TD BANK NA
    Oct 2017 – Apr 2018Philadelphia, PA
  2. Citizens Bank
    Apr 2018 – Aug 2021Philadelphia, PA
  3. TD BANK NA
    Nov 2015 – Sep 2017Philadelphia, PA
  4. Fluent City
    Oct 2015 – Dec 2017Philadelphia, PA
  5. Citizens Securities, INC
    May 2018 – Dec 2020Philadelphia, PA
  6. Wells Fargo BANK, NA
    Aug 2021 – Jan 2023Wilmington, DE
  7. Wells Fargo Clearing Services, LLC
    Aug 2021 – Jan 2023Wilmington, DE
  8. TIAA-CREF Individual & Institutional Services, LLC
    Jan 2023 – no end date reportedPhiladelphia, PA
  9. TIAA
    Jan 2023 – no end date reportedPhiladelphia, PA

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Advice AND Planning Services

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

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other
Firm account minimum
$5,000

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,648
Offices listed on AdvisorFinder:
26
Main office:
New York, NY
SEC file number:
801-63550

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

Form ADV data as of July 6, 2026

View full firm profile

Other advisors at Advice AND Planning Services

Showing 12 of 1,648 in the directory

View Advice AND Planning Services firm profile

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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. Martin Gaspar Arslanian-Torre 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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Martin Gaspar Arslanian-Torre (Advice AND Planning Services)