Mark Alexander Martorell
Investment adviser representative at Cetera Investment Advisers LLC
15 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Cetera Investment Advisers LLCApr 2026 to now
- Cetera Investment Services LLCApr 2026 to now
- Regions BankMar 2026 to now
- BMO Private Bank - Wealth ManagementDec 2022 to now
- LPL FinancialMar 2023 to Dec 2025
- Truist Advisory Services, Inc.Mar 2021 to Dec 2022
- Truist Investment Services, Inc.Feb 2021 to Dec 2022
- Bb&tJun 2018 to Dec 2022
- Bb&t Securities, LLC.Jun 2018 to Dec 2022
- Martorell ConsultingSep 2017 to Jun 2018
- Evertrade Direct BrokerageSep 2011 to Sep 2017
- Everbank Wealth ManagementJun 2011 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2803338
- Firm CRD
- 105644