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Martin Ercoline

11 Years of Experience
Gilbert, AZ
BrokerSells Insurance

Martin Ercoline is a registered investment advisor at Cetera Investment Advisers LLC, based in Gilbert, AZ, with 11 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

1206 E Warner Rd Ste 210, Gilbert, AZ, 85296

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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 sells fixed insurance products including life, health, annuities, and long-term care, dedicating a few hours per week. He also owns Ercoline Enterprizes PLLC, FFEC Wealth Partners, and Advanced Wealth Management, providing financial services, and spends nearly full-time on these activities combined.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
April 2022 - June 2023 · 1 yr 2 mos
First Financial Equity Corporation
February 2019 - April 2022 · 3 yrs 2 mos
First Financial Equity CorporationBroker
February 2019 - April 2022 · 3 yrs 2 mos
Edward Jones
January 2015 - February 2019 · 4 yrs 1 mo
Edward JonesBroker
December 2014 - February 2019 · 4 yrs 2 mos
State Registrations1 state
AZ
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.