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Martin L. Posner
Martin L. Posner
Financial Advisor
4 Manhattanville Road
Purchase, NY 10577
tel: 914-701-7623
toll free: 800-423-0494
fax: 914-701-7676
Email Me
Welcome Education Experience Services
Welcome

I seek to understand my clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. I determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. I also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.
Education and Licensing
  • BA, 1970
    City College of the City University of New York
    New York, NY
  • MA, 1975
    City College of the City University of New York
    New York, NY
  • JD, 1984
    Pace University School of Law
    White Plains, NY
  • LLM, 1993
    Pace University School of Law
    White Plains, NY
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Accident & Health Insurance Licensed
Business Experience
  • 2007 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Purchase, NY
  • 1985 - 2007: Posner, Posner & Associates, PC
    Attorney
    Mt. Kisco, NY
Services
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Long Term Care Insurance
  • Business Planning
  • 401k Rollovers
Bulletin Board
  • 529 Plans. Need help understanding how they can assist the educational future of your child or grandchild? For answers to your questions, please call or e-mail me.
  • You've worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard, to help you get the most out of life after retirement.
Martin L. Posner is licensed in the following state(s): CT, NJ, NY, TX
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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