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Drew Martin

Cetera Investment Advisers LLC

Windsor, CT

CRD 6771843

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-12-17
  • CT RA
    APPROVED
    Since 2025-12-17

Branch Locations

Windsor, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Group Philadelphia PA 06/2019 11/2020
Lincoln Financial Group-- Sagemark Consulting Windsor CT 03/2017 06/2019
University Of Louisville Louisville KY 08/2015 05/2019
Brown's Harvest Windsor CT 06/2013 07/2018
Lincoln Financial Group Philadelphia PA 11/2020 02/2022
Lincoln Financial Group Philadelphia PA 02/2022 01/2023
Cetera Wealth Services, Llc El Segundo CA 01/2023 Present
Cetera Advisors Llc Greenwood Village CO 01/2023 Present
Cetera Investment Services Llc St Cloud MN 01/2023 Present
Cetera Financial Specialists Llc Schaumburg IL 01/2023 Present
  • 06/2019 → 11/2020
    Lincoln Financial Group
    Philadelphia, PA
  • 03/2017 → 06/2019
    Lincoln Financial Group-- Sagemark Consulting
    Windsor, CT
  • 08/2015 → 05/2019
    University Of Louisville
    Louisville, KY
  • 06/2013 → 07/2018
    Brown's Harvest
    Windsor, CT
  • 11/2020 → 02/2022
    Lincoln Financial Group
    Philadelphia, PA
  • 02/2022 → 01/2023
    Lincoln Financial Group
    Philadelphia, PA
  • 01/2023 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2023 → Present
    Cetera Advisors Llc
    Greenwood Village, CO
  • 01/2023 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 01/2023 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-12
  • S66 Uniform Combined State Law Examination
    2023-12-12
Other Names
  • Drew Evelyn Martin

View on SEC IAPD

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