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Michael David Martin

Investment Adviser Representative at D.a. Davidson & Co.

Great Falls, MTCRD #5795908Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
Exams Passed
5

Professional summary

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

Michael David Martin is an investment adviser representative with D.a. Davidson & Co. in Great Falls, MT, where they have been registered since 2026. They have worked in the securities industry since 2013 and have been registered with 10 firms, including Basecamp Wealth Advisors, LLC and The Clarius Group, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Washington.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Washington
Broker:
1 state or territory

Washington

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

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/18/2026
Series 66
Uniform Combined State Law Examination
Passed 8/12/2010
Series 7
General Securities Representative Examination
Passed 7/27/2026
SIE
Securities Industry Essentials Examination
Passed 5/4/2026
Series 7
General Securities Representative Examination
Passed 6/22/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

D.a. Davidson & Co.Current
2/11/2026 – Great Falls, MT
Basecamp Wealth Advisors, LLC
4/9/2025 – 3/24/2026Bellevue, WA
THE Clarius Group, LLC
1/31/2021 – 3/20/2025Seattle, WA
Pathstone
10/21/2020 – 1/25/2021Bellevue, WA
Cornerstone Advisors Inc
12/19/2017 – 9/30/2020Bellevue, WA
Merrill Lynch, Pierce, Fenner & Smith Incorporated
11/3/2015 – 5/3/2016Lynnwood, WA
Stifel, Nicolaus & Company, Incorporated
4/5/2013 – 10/12/2015Bellevue, WA
Wells Fargo Advisors Financial Network, LLC
1/2/2013 – 4/5/2013Bellevue, WA
Morgan Stanley Smith Barney LLC
7/26/2011 – 2/27/2012Bellevue, WA
AXA Advisors, LLC
8/13/2010 – 5/6/2011Bellevue, WA

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. Miller Advisors
    May 2016 – Oct 2017Kirkland, WA
  2. Cornerstone Advisors, Inc.
    Oct 2017 – Sep 2020Bellevue, WA
  3. Pathstone
    Oct 2020 – Jan 2021Bellevue, WA
  4. The Clarius Group, LLC
    Jan 2021 – Mar 2025Seattle, WA
  5. Basecamp Wealth Advisors
    Mar 2025 – Feb 2026Bellevue, WA
  6. DA Davidson
    Feb 2026 – no end date reportedSpokane, WA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About D.a. Davidson & Co.

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

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 BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
693
Offices listed on AdvisorFinder:
26
Main office:
Great Falls, MT
SEC file number:
801-45761

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

Form ADV data as of July 30, 2026

View full 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. Michael David 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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Michael David Martin (D.a. Davidson & Co.) - Advisor Profile