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Martin Sinclair

16 Years of Experience
Haddonfield, NJ
BrokerSells Insurance

Martin Sinclair is a registered investment advisor at Cetera Investment Advisers LLC, based in Haddonfield, NJ, with 16 years of industry experience. Martin 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

101 Windsor Ave, Haddonfield, NJ, 08033

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Martin is the president/owner/organizing member of Sinclair Associates, LLC, doing income tax preparation, dedicating nearly full-time hours to it. He is also an independent insurance agent selling life, accident, and health insurance, spending a few hours per week, and owns rental real estate. Additionally, Martin is an accounting consultant for S & G Trade SA, an import business, and a registered representative for Heights Financial Group, a financial services business, dedicating about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2015 - June 2023 · 7 yrs 9 mos
Walnut Street Securities, INC.Broker
February 2010 - September 2013 · 3 yrs 7 mos
State Registrations5 states
DEFLNJORPA
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.