RM
RM
Robert Martin
39 Years of Experience
St. Simons Island, GA
1 DisclosureBroker
Robert Martin is a registered investment advisor at Cetera Investment Advisers LLC, based in St. Simons Island, GA, with 39 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
2465 Demere Rd Ste 208, St. Simons Island, GA, 31522
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2018Denied
Other Business Activities
Robert is the President of RWM Wealth Management, a financial services firm, since 2017. This takes about a quarter of his time, with a few hours per day during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2024 - Present · 1 yr 6 mos
Cetera Wealth Services, LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Ifg Advisory, LLC
April 2017 - November 2024 · 7 yrs 7 mos
LPL Financial LLCBroker
April 2017 - November 2024 · 7 yrs 7 mos
Suntrust Advisory Services, INC.
September 2016 - April 2017 · 7 mos
Suntrust Investment Services, INC.
March 2014 - December 2016 · 2 yrs 9 mos
Suntrust Investment Services, INC.Broker
March 2014 - April 2017 · 3 yrs 1 mo
Raymond James Financial Services Advisors, INC
May 2009 - March 2014 · 4 yrs 10 mos
Raymond James Financial Services, INC.Broker
February 2009 - March 2014 · 5 yrs 1 mo
Reliance Securities, LLC
August 2007 - January 2009 · 1 yr 5 mos
Reliance Capital Advisors, INC.
January 2007 - August 2007 · 7 mos
Reliance Securities, LLCBroker
January 2007 - January 2009 · 2 yrs
Janney Montgomery Scott LLCBroker
December 2005 - January 2007 · 1 yr 1 mo
Janney Montgomery Scott LLC
December 2005 - January 2007 · 1 yr 1 mo
Sterne Agee Investment Advisors, INC.
March 2005 - December 2005 · 9 mos
Sterne, Agee & Leach, INC.Broker
July 2003 - December 2005 · 2 yrs 5 mos
Morgan Keegan & Company, INC.
January 2003 - June 2003 · 5 mos
Morgan Keegan & Company, INC.Broker
April 2001 - June 2003 · 2 yrs 2 mos
Prudential Securities IncorporatedBroker
October 1997 - April 2001 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1996 - October 1997 · 1 yr 7 mos
Smith Barney INC.Broker
July 1993 - March 1996 · 2 yrs 8 mos
Lehman Brothers INC.Broker
April 1992 - July 1993 · 1 yr 3 mos
The Robinson-Humphrey Company INC.Broker
January 1989 - May 1992 · 3 yrs 4 mos
Interstate/johnson Lane CorporationBroker
October 1988 - December 1988 · 2 mos
Johnson, Lane, Space, Smith & CO., INC.Broker
December 1987 - October 1988 · 10 mos
Liberty Securities CorporationBroker
September 1986 - October 1987 · 1 yr 1 mo
State Registrations5 states
FLGANCSCTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.