Investment adviser representative · Cerity Partners LLC
Peter Martin
CRD 6618039 · Fort Worth, TX
At a glance
Peter Martin is an investment adviser representative with Cerity Partners LLC in Fort Worth, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Peter’s SEC record dates to 2017, about 9 years ago.
Current advisory firms
- Cerity Partners LLCSince April 2019Fort Worth, TX · $162B in regulatory assets
- Cerity Partners Retirement Plan ConsultantsSince September 2022Fort Worth, TX · $40B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Peter’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Cerity Partners LLC
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- Christopher R. McNealFort Worth
- Jeffrey C. PaladiniFort Worth · Certified Financial Planner
- Christopher M. PleshekFort Worth · Personal Financial Specialist
- James RayFort Worth
- Thomas H. Richardson IIIFort Worth
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