Brian Martin

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

• 08/2019 → 08/2024
  Pennsylvania Western University
  Edinboro, PA
• 07/2024 → Present
  Crane Capital Group
  Buffalo, NY
• 06/2021 → 09/2024
  Elior North America
  Remote, XX
• 05/2022 → 08/2022
  Radnor Financial Advisors
  Wayne, PA
• 08/2006 → 08/2019
  Lancaster Central School District
  Lancaster, NY
• 09/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2024 → Present
  Intuit
  St Perterburg, FL
• 01/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2025 → Present
  Spinnaker Resorts
  Saint Petersburg, FL

Other Businesses

1. NAME OF OTHER BUSINESS: CRANE CAPITAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 07/2024 POSITION/TITLE/RELATIONSHIP: JUNIOR FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: NETWORKING AND MARKETING FOR PROSPECTIVE CLIENTS. EXECUTING TRADES, MEETING CLIENTS AND ASSESSING FINANCIAL GOALS; 2. NAME OF OTHER BUSINESS: INTUIT Turbo Tax, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: TAX PREPARATION, START DATE: 12/2024, POSITION/TITLE/RELATIONSHIP: TURBOTAX LIVE SPECIALIST, EA. APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: RECEIVING PHONE CALLS TO DISCUSS, PLAN, AND FILE CLIENTS OF INTUIT'S TAX RETURNS.; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 01/2025; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 4. NAME OF OTHER BUSINESS: SPINNAKER RESORTS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LUXURY VACATION RESORTS; START DATE: 06/2025; POSITION/TITLE/RELATIONSHIP: EXTERNAL FINANCIAL CONSULTANT; APX NUMBER OF HOURS PER WEEK: 25; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: CREATING, MONITORING, AND ANALYZING FINANCIAL DATA AND FINANCIAL MODELS TO MEET BUSINESS NEEDS;

Exams

• S66 Uniform Combined State Law Examination
  2024-11-25