Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®
Experience Industry experience
< 1 year
Location
Remote
Raymond James (USA) Ltd.
Multi-team
Total advisors
123Clients per advisor
39 LowAvg AUM per client
$398,183 LowHNW client ratio
7% LowMartin Danielak is a CFA® charterholder affiliated with Raymond James (USA) Ltd. He has over a decade of experience in the financial industry, including roles at Canaccord Genuity Corp., Enduro Financial Corporation, and Richardson GMP Limited. He currently serves as an Associate Portfolio Manager at Raymond James Ltd., the Canadian affiliate of Raymond James (USA) Ltd. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing, operating as a subsidiary within a larger financial services group with access to extensive market research and brokerage resources.
Based on Raymond James (USA) Ltd.
Based on Raymond James (USA) Ltd.
$0 - $500,000: 2.25% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Clients may pay commissions for securities-related products; investment adviser representatives may receive commissions for sales.
Account minimum: $50,000
California
< 1 year of industry experience
Raymond James (USA) Ltd.
2025 - Present • 1 year
Vancouver
Raymond James Ltd.
2022 - Present • 4 years
Vancouver
Canaccord Genuity Corp./Corporation Canaccord Genuity
2020 - 2022 • 2 years
Vancouver
Raymond James Ltd.
2020 - 2020 • 1 year
Vancouver
Enduro Financial Corporation
2016 - 2021 • 5 years
Calgary
Richardson GMP Limited / Richardson GMP Limitée
2012 - 2019 • 7 years
Toronto
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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