Kelly Marie Martin

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 04/2015 → 02/2017
  Rainforest Cafe
  Niagara Falls, NY
• 02/2017 → 11/2017
  Invest Financial Corp
  Tampa, FL
• 11/2017 → 11/2024
  The Investment Center Inc
  Amherst, NY
• 11/2017 → 11/2024
  Ic Advisory Services Inc
  Amherst, NY
• 11/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2017-11-27 → 2024-11-04
  Ic Advisory Services, Inc.
  Amherst, NY
  Bedminster, NJ
• 2017-06-29 → 2017-12-01
  Invest Financial Corporation
  Amherst, NY

Other Businesses

1. SY ASSOCIATES, 1408 Sweet Home Road, Suite 6, Amherst NY 14228, United States, 11/01/2024, DBA Name, DBA, NIR, 173 HR/MO - 140 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 11/01/2024 3. CRUMP, 4135 North Front Street, Harrisburg PA 17110, United States, 08/2025, Agent, Insurance/Benefits/Human Resources, NIR, 4 HR/MO - 4 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2017-06-21

Other Names

• Kelly Marie Shoemaker