Martin R. Egre Cpa & Associates — GARDEN CITY, NY
Marketing BrandWe provide a wide range of services to individuals and businesses in a variety of industries. Financial Tools. Our calculators have been provided as a resource ... Operating under THE BENDIX FINANCIAL GROUP, INC. (CRD #118999).
Why This Matters
A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.
When you search for “Martin R. Egre Cpa & Associates,” you won't find it on the SEC or FINRA websites. That's because the regulatory entity is THE BENDIX FINANCIAL GROUP, INC.. Any disclosures, complaints, or regulatory actions are filed under the firm — not the brand.
Source: SEC Form ADV filings and FINRA BrokerCheck
The Relationship
THE BENDIX FINANCIAL GROUP, INC.
CRD 118999 · IA
Brand Information
Inherited Transparency Score
Marketing brands inherit the transparency score of their registered parent firm. This score is not specific to Martin R. Egre Cpa & Associates — it reflects the regulatory profile of THE BENDIX FINANCIAL GROUP, INC..
What This Means
The firm behind this brand has average transparency. Some areas of their regulatory filings could be more detailed. Consider reviewing the full firm profile.
This places them in the 12th percentile of all scored firms.
This firm's disclosure quality is in the industry's middle range. The full firm profile shows exactly which filings could say more.
See full score breakdownRegulatory Context
Regulatory oversight is under THE BENDIX FINANCIAL GROUP, INC.
Any complaints, disclosures, or disciplinary actions are filed against the registered firm — not the marketing brand. Always check the firm's record, not just the brand name.
1 of 3 firm advisors use this brand
THE BENDIX FINANCIAL GROUP, INC. has 3 total registered advisors. Only 1 operates under the Martin R. Egre Cpa & Associates brand name.
Verify before you trust
A polished brand name doesn't guarantee quality advice. Check the firm's full regulatory profile and each advisor's individual score before making decisions.
Advisors Under This Brand(1)
These advisors use the Martin R. Egre Cpa & Associates brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.