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Brian Martin

1 Year of Experience
Saint Petersburg, FL
BrokerSells Insurance

Brian Martin is a registered investment advisor at Cetera Investment Advisers LLC, based in Saint Petersburg, FL, with 1 years of industry experience. Brian 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

Saint Petersburg, FL

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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

Brian works as a junior financial advisor for Crane Capital Group, dedicating full-time hours to networking, trading, and client meetings. He also works about 10-20% of his time as a TurboTax Live specialist and spends a few hours per week selling fixed insurance products.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 4 mos
Cetera Wealth Services, LLC
November 2024 - Present · 1 yr 6 mos
Cetera Wealth Services, LLCBroker
November 2024 - Present · 1 yr 6 mos
State Registrations5 states
FLMDMINYOH
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.