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Martin Coren

Cetera Investment Advisers LLC
40 Years of Experience
Plainview, NY
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Martin Coren is a registered investment advisor at Cetera Investment Advisers LLC, based in Plainview, NY, with 40 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

Plainview, NY

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History

Regulatory History (2)
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Customer Dispute
August 2010
Denied
Criminal
August 1981
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Martin is an advisor at North Ridge Wealth Planning LLC, sells fixed insurance with various companies, and is a sole proprietor/financial planner/advisor at MSC Financial & Tax Services. He also rents out the lower level of his residence, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLCBroker
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2021 - June 2023 · 2 yrs 3 mos
North Ridge Securities CORP.Broker
April 1996 - February 2019 · 22 yrs 10 mos
Essex National Securities, INC.Broker
February 1994 - July 1995 · 1 yr 5 mos
Abn Amro Investment Services, INC.Broker
November 1993 - June 1995 · 1 yr 7 mos
The Equitable Life Assurance Society of the United StatesBroker
December 1985 - December 1992 · 7 yrs
Equico Securities, INC.Broker
December 1985 - December 1992 · 7 yrs
Investors Center IncorporatedBroker
September 1984 - January 1985 · 4 mos
Blinder, Robinson & Co.,inc.Broker
February 1984 - August 1984 · 6 mos
Blinder, Robinson & Co.,inc.Broker
October 1983 - November 1983 · 1 mo
State Registrations6 states
FLNJNVNYPATN
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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