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MKT ADVISORS LLC

CARLSBAD, CA · CRD 163833 · IAPD ↗ · mktadvisorsllc.com · (760) 658-8780

$463.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — MKT ADVISORS LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
March 2026 — MKT ADVISORS LLC moved its main office from ESCONDIDO, CA to CARLSBAD, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
78
March 2025 — MKT ADVISORS LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
45
May 2024 — MKT ADVISORS LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.