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Steven Edward Martino

Cetera Investment Advisers LLC

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About Steven Edward Martino

Steven Martino is a financial advisor at Cetera Investment Advisers LLC, a firm with a history of serving clients in the industry since 2008. Steven has been in the financial services industry since 1998 and holds both Series 6 and Series 63 licenses as well as the Series 65 license for investment advisors. Steven is registered in Massachusetts, New Jersey and North Carolina. Steven Martino provides financial planning, pension consulting and portfolio management for both individuals and businesses.

Firm Information

Steven Martino is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

191 GODWIN AVENUE

WYCKOFF, NJ 07481

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven Martino’s Registration & Firm History

NJ

05/26/2008 - Present

Cetera Investment Advisers LLC (WYCKOFF NJ)

NJ

08/19/1998 - 10/24/2005

C. J. M. PLANNING CORP. (POMPTON LAKES NJ)

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Licenses & Designations

IA

Issued 5/24/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 3/17/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/20/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Edward Martino.
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