Robert Lee Martin

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 07/2011 → 04/2023
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2011 → 04/2023
  Cetera Investment Advisers Llc
  Schuamburg, IL
• 08/2011 → Present
  Robert (Bobby) L Martin
  Tampa, FL
• 04/2023 → Present
  Osaic Wealth, Inc.
  Tampa, FL

Previous Registrations

• 2011-08-22 → 2023-05-02
  Cetera Investment Advisers Llc
  Tampa, FL
• 2004-11-10 → 2011-08-02
  Investment Centers Of America, Inc.
  Tampa, FL
  Tampa, FL
  Appleton, WI
  Tampa, FL

Other Businesses

1. MYPFA POSITION: Financial Advisor NATURE: Sole proprietorship....Mr Martin operates his financial services and insurance practice under the DBA name of MyPFA" would be sufficient.? INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/23/2023 ADDRESS: 10150 Highland Manor Dr Ste 200, Tampa FL 33610 DESCRIPTION: Sales and marketing of securities and insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-26

Other Names

• Bobby Lee Martin