Christopher J. Martin
ADVISORNET WEALTH PARTNERS
Exton, PA 19341
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CRD#: 4811199
Professional summary
Christopher John Martin, CFP®, who also goes by Christopher John Martin, Christopher Martin, Chris Martin, Christopher J Martin, is a registered financial advisor currently at ADVISORNET WEALTH PARTNERS located in Exton, Pennsylvania and CETERA INVESTMENT ADVISERS LLC located in Exton, Pennsylvania.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Christopher has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher John Martin | Christopher Martin | Chris Martin | Christopher J Martin
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 05/2004; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE; 2. NAME OF OTHER BUSINESS: ADVISORNET WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISOR; START DATE: 07/2021; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: INVESTMENT MANAGEMENT & FINANCIAL PLANNING; 3. NAME OF OTHER BUSINESS: BRUMBAUGH WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES / WEALTH MANAGEMENT; START DATE: 07/2021; POSITION/TITLE/RELATIONSHIP: DIRECTOR OF FINANCIAL PLANNING; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: UPDATING FINANCIAL PLANS FOR CLIENTS & DAY TO DAY INVESTMENT MANAGEMENT. SUPPORTING PREMIUM FINANCING FOR HIGH NET WORTH, ACCREDITED INVESTORS;
CRS (Client Relationship Summary) - RIA
Click below to view Christopher John Martin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
December 1, 2022 - Present
ADVISORNET WEALTH PARTNERS
Office #1: 717 Constitution Dr, Suite 202, Exton, PA 19341RIA
CRD#: 113074
Exton, PA
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 415 Eagleview Blvd, Suite 110 Suite 110, Exton, PA 19341RIA
CRD#: 105644
EXTON, PA
Current
July 26, 2021 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 717 Constitution Dr Suite 202, Exton, PA 19341Office #2: 717 Constitution Drive Suite 202, Exton, PA 19341BD
CRD#: 13572
EXTON, PA
Past
July 26, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
February 8, 2021 - July 27, 2021
OSAIC FA, INC.
RIA
CRD#: 3978
EXTON, PA
Past
February 8, 2021 - July 27, 2021
OSAIC FA, INC.
BD
CRD#: 3978
EXTON, PA
Past
September 2, 2014 - January 29, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BLUE BELL, PA
Past
September 2, 2014 - January 29, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BLUE BELL, PA
Past
May 15, 2008 - August 22, 2014
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
PLYMOUTH MEETING, PA
Past
June 29, 2004 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
PLYMOUTH MEETING, PA
Past
June 29, 2004 - August 22, 2014
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
PLYMOUTH MEETING, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Pennsylvania(7/26/2021)
IAR
Pennsylvania(12/1/2022)
IAR
Texas(7/1/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
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 | ||
| 11/18/2022 |
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.
