Robert Martin (CRD# 1370404) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Hyannis, MA and has over 32 years of experience in the finance industry.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 6353257
Shp Wealth Management, LLC
CRD# 1915639
Sage Wealth Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | Mar 2017 - Current | 7 |
| The Cooperative Bank Of Cape Cod | Hyannis, MA | Mar 2017 - Current | 7 |
| Santander Bank Na | South Yarmouth, MA | Sep 2014 - Mar 2017 | 2 |
| Santander Securities LLC | Guaynabo, PR | Sep 2014 - Mar 2017 | 2 |
| Unemployed | Harwichport, MA | Apr 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
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