Robert Wayne 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

• 03/2014 → 03/2017
  Suntrust Investment Services
  Brunswick, GA
• 09/2016 → 03/2017
  Suntrust Advisory Services
  Atlanta, GA
• 04/2017 → 11/2024
  Lpl Financial, Llc
  St. Simons Island, GA
• 04/2017 → 11/2024
  Ifg Advisory, Llc
  St. Simons Island, GA
• 11/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2017 → Present
  Rwm Wealth Management
  St Simons Island, GA

Previous Registrations

• 2017-04-11 → 2024-11-14
  Ifg Advisory, Llc
  St. Simons Island, GA
  Atlanta, GA
• 2016-09-20 → 2017-04-10
  Truist Advisory Services, Inc.
  St. Simons, GA
  Brunswick, GA
  Brunswick, GA
  Brunswick, GA
  Jesup, GA
  St. Simons Island, GA
• 2014-03-31 → 2016-12-31
  Truist Investment Services, Inc.
  Saint Simons Island, GA
  Brunswick, GA
  Brunswick, GA
  Brunswick, GA
  Jesup, GA
  Saint Simons Island, GA
  Savannah, GA
• 2009-05-06 → 2014-03-31
  Raymond James Financial Services Advisors, Inc
  St. Simons Lsland, GA
• 2007-08-30 → 2009-01-29
  First Legacy Securities, Llc
  St. Simons Island, GA
  Blairsville, GA
  Brunswick, GA
  Savannah, GA
• 2007-01-29 → 2007-08-24
  Crow Financial Advisors
  St. Simons Island, GA
  Brunswick, GA
• 2005-12-14 → 2007-01-30
  Janney Montgomery Scott Llc
  Atlanta, GA
• 2005-03-15 → 2005-12-19
  Intl Advisory Consultants Inc.
  Birmingham, AL
• 2003-01-22 → 2003-06-20
  Morgan Keegan & Company, Llc
  Albany, GA

Other Businesses

1. NAME OF OTHER BUSINESS: RWM WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2017 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-09
• S63 Uniform Securities Agent State Law Examination
  1986-11-24

Other Names

• Robert W Martin
• Wayne Martin
• R Wayne Martin