Martin Cao

  • Financial Advisor
  • Investment Advisor Representative

Martin Cao is an experienced Financial Advisor and Investment Advisor Representative, holding Life and Health and Series 7 and 66 Securities Licenses. He completed his Master’s degree at Peking University in 1998, following his Bachelor’s degree from the same institution in 1995. With over 20 years of experience in various financial sectors—including investment banking, private equity, venture capital, foreign exchange, and hedge funds—Martin brings a wealth of expertise to his role.

Originally from Beijing, where he was educated and worked, Martin relocated to Guilford, CT, to immerse himself in a different working culture and Western society. His extensive background in the financial industry equips him with a deep understanding of complex financial instruments and market dynamics, allowing him to offer valuable insights and guidance to his clients.

Outside of his professional life, Martin enjoys exploring new aspects of American culture and integrating his international experience with his current environment. His rich career history and diverse background underscore his adaptability and commitment to navigating the global financial landscape.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT

Check the background of this registered representative on FINRA’s BrokerCheck  

Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!