Nicholas Marten
Investment Adviser Representative at &Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nicholas Marten is an investment adviser representative with &Partners in Washington, DC, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 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 District of Columbia and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- District of Columbia, Texas
- Broker:
18 states and territories
Arizona, California, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 – Mar 2025Washington, DC
- Millipore SigmaJun 2022 – Jul 2023Rockville, MD
- Astreya (Google)Jul 2021 – Aug 2021Mountain View, CA
- EQidsJun 2019 – Aug 2019Mountain View, CA
- Via LagoAug 2017 – Jun 2018Lexington, CA
- Vinwood CateringSep 2016 – Aug 2018Ipswich, MA
- Market BasketDec 2018 – Jan 2019Burlington, MA
- Lexington High SchoolAug 2014 – Jun 2018Lexington, MA
- Quinnipiac UniversityAug 2018 – Jun 2019Hamden, CT
- University of Massachusetts AmherstAug 2019 – Jun 2022Amherst, MA
- EquinoxDec 2022 – Jul 2023Washington, DC
- &Partners, LLCMar 2025 – no end date reportedWashington, DC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About &Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Performance-based fees
- Subscription 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
Wealth management and financial advisory services, including investment solutions, a concierge CIO, operational support with a single point of contact, and access to fintech and new technology resources.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 494
- Offices listed on AdvisorFinder:
- 42
- Main office:
- Nashville, TN
- SEC file number:
- 801-37145
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at &Partners
Showing 12 of 494 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholas Marten 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.
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