Robert W. Martin
Professional summary
Robert Wayne Martin, who also goes by R Wayne Martin, Robert W Martin, Wayne Martin, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in St. Simons Island, Georgia and CETERA WEALTH SERVICES, LLC located in St. Simons Island, Georgia.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Robert has worked at 22 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 9, Series 10 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Wayne Martin's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 13, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2465 Demere Rd Ste 208, St. Simons Island, GA 31522November 13, 2024 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2465 Demere Rd Ste 208, St. Simons Island, GA 31522April 11, 2017 - November 14, 2024
IFG ADVISORY, LLC
April 6, 2017 - November 19, 2024
LPL FINANCIAL LLC
September 20, 2016 - April 10, 2017
TRUIST ADVISORY SERVICES, INC.
March 31, 2014 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
March 28, 2014 - April 10, 2017
TRUIST INVESTMENT SERVICES, INC.
May 6, 2009 - March 31, 2014
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
February 18, 2009 - March 31, 2014
RAYMOND JAMES FINANCIAL SERVICES, INC.
August 30, 2007 - January 29, 2009
FIRST LEGACY SECURITIES, LLC
January 29, 2007 - August 24, 2007
CROW FINANCIAL ADVISORS
January 22, 2007 - January 29, 2009
FIRST LEGACY SECURITIES, LLC
December 14, 2005 - January 30, 2007
JANNEY MONTGOMERY SCOTT LLC
December 14, 2005 - January 30, 2007
JANNEY MONTGOMERY SCOTT LLC
March 15, 2005 - December 19, 2005
INTL ADVISORY CONSULTANTS INC.
July 10, 2003 - December 19, 2005
STERNE, AGEE & LEACH, INC.
January 22, 2003 - June 20, 2003
MORGAN KEEGAN & COMPANY, LLC
April 4, 2001 - June 20, 2003
MORGAN KEEGAN & COMPANY, LLC
October 9, 1997 - April 10, 2001
PRUDENTIAL EQUITY GROUP, LLC
March 29, 1996 - October 8, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 31, 1993 - March 19, 1996
CITIGROUP GLOBAL MARKETS INC.
April 27, 1992 - July 31, 1993
LEHMAN BROTHERS INC.
January 19, 1989 - May 5, 1992
THE ROBINSON-HUMPHREY COMPANY, LLC
October 14, 1988 - December 1, 1988
WACHOVIA SECURITIES, INC.
December 4, 1987 - October 14, 1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
September 26, 1986 - October 27, 1987
IFMG SECURITIES, INC.
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/13/2024)
(11/13/2024)
(11/14/2024)
(3/12/2026)
(11/13/2024)
(11/13/2024)
(11/13/2024)
Exams
Series 8
Date: 9/19/1992
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644St. Simons Island, GA 31522TRUST BUT VERIFY
Monitor Robert Martin
Get automatic monthly alerts on:
