Robert Martin, financial advisor Chatham MA
73 score

Robert Martin

CRD Number: 1370404
Current Firm: Santander Securities

Robert Martin (CRD# 1370404) is an Investment Advisor Representative working at Santander Securities in Chatham, MA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Bank Na South Yarmouth, MA Sep 2014 - Current 2
Santander Securities LLC Guaynabo, PR Sep 2014 - Current 2
Unemployed Harwichport, MA Apr 2014 - Aug 2014 < 1
New York Life Investments Westwood, MA Sep 2013 - Mar 2014 < 1
Unemployed Harwich Port, MA Apr 2012 - Sep 2013 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Oct 2009 - Apr 2012 2
Columbia Management Advisors, LLC Boston, MA Jan 2005 - Oct 2009 4
Columbia Funds Distributor, Inc. Boston, MA Aug 2005 - Dec 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
S66 NASAA Uniform Combined State Law Examination Jan 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Robert A. Martin
Phone Number: 787-759-5378
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    556
    MILLIONS
  • Total Number of Accounts
    3,432
    ACCOUNTS
  • Average Account Value
    $162,047
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

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BADGES
73

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