Martin Christopher Sinclair

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

• 01/1990 → Present
  Martin C Sinclair, Cpa, Pc
  Haddonfield, NJ
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: SINCLAIR ASSOCIATES LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ACCOUNTING ; START DATE: 05/2005 ; POSITION/TITLE/RELATIONSHIP: CPA/MANAGING MEMBER; APX NUMBER OF HOURS PER WEEK: 35 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: RUN ALL OPERATIONS OF THIS PUBLIC ACCOUNTING PRACTICE; 2. INDEPENDENT INSURANCE AGENT SELLING LIFE/ACCIDENT/HEALTH FROM BUSINESS ADDRESS 5 WEEKDAY HOURS STARTED 06/2010. 3. OWNER OF RENTAL REAL ESTATE UNDER WINDSOR HADDON ASSOCIATES LLC 101 WINDSOR AVE., HADDONFIELD, NJ 08033, 1 WEEKDAY AND 3 EVENING/WEEKEND HOURS STARTED 3/05 4. NAME OF OTHER BUSINESS: MY FATHER'S HOUSE INC.; INVESTMENT RELATED: NO ; ADDRESS: 104 KING STREET GLOUCESTER CITY, NJ 08030; NATURE OF BUSINESS: NON PROFIT ; START DATE: 05/2005 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER/TRUSTEE; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES OVERSEE OPERATIONS WITH A FOCUS ON FINANCIAL MATTER ; 5. NAME OF OTHER BUSINESS: PRADER-WILLI SYNDROME ASSOCIATION CHAPTER OF NEW JERSEY INC.; INVESTMENT RELATED: NO; ADDRESS: 514 GATEWOOD ROAD CHERRY HILL, NJ 08003; NATURE OF BUSINESS: NON PROFIT; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: BANK RECONCILIATIONS, DEPOSITS OF DONATIONS, PAY BILLS EACH YEAR, WRITE CHECKS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-10
• S63 Uniform Securities Agent State Law Examination
  2013-10-02

Other Names

• Martin Christopher Sinclair
• Martin Sinclair