Brian Martin
Investment adviser representative at Cetera Investment Advisers LLC
20 yearsExperience
2 statesRegistered 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
20 years in the industry.
- Spinnaker ResortsJun 2025 to now
- Cetera Investment Advisers LLCJan 2025 to now
- IntuitDec 2024 to now
- Cetera Wealth Services, LLCSep 2024 to now
- Crane Capital GroupJul 2024 to now
- Radnor Financial AdvisorsMay 2022 to Aug 2022
- Elior North AmericaJun 2021 to Sep 2024
- Pennsylvania Western UniversityAug 2019 to Aug 2024
- Lancaster Central School DistrictAug 2006 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 7951040
- Firm CRD
- 105644