Martin Jay Murrell

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. APPOINTED AS TREASURER FOR CLINTON COUNTY CONSERVATION FOUNDATION BEGINNING 9/07. DUTIES INCLUDE ASSISTING CLINTON COUNTY CONSERVATION BOARD IN RAISING FUNDS, MAINTAIN, RECORD, AND REPORT FINANCES ON FOUNDATION. NO FUNDS WILL BE INVESTED. 2. ALL ANNUITY AND LIFE INSURANCE BUSINESS DONE THROUGH ADVISORNET INSURANCE. SOLICITS AND SELLS FIXED INSURANCE AND ANNUITY PRODUCTS (LIFE, HEALTH, DI, ANNUITIES, LTC). 3. NAME OF OTHER BUSINESS: DEWITT BANK & TRUST CO. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANK POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISER START DATE: N/A APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: SERVES AS A FINANCIAL ADVISER and Insurance Officer LOCATED IN THE BANK; 4. NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 03/2021; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: VARIES ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ;

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-07-11