Martin Cecire, financial advisor Princeton NJ

Martin Cecire

CRD Number: 5972173
Current Firm: Advice And Planning Services

Martin Cecire (CRD# 5972173) is an Investment Advisor Representative working at Advice And Planning Services in Princeton, NJ and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Princeton, NJ Nov 2015 - Current 8
Tiaa-cref Individual & Institutional Services, LLC Princeton, NJ Nov 2015 - Current 8
Pnc Investments Freehold Township, NJ Dec 2013 - Nov 2015 1
Pnc Bank Freehold Township, NJ Dec 2013 - Nov 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Martin D. Cecire
Phone Number: 212-490-9000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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