RM
RM

Robin Martin

32 Years of Experience
Sacramento, CA
Broker

Robin Martin is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Sacramento, CA, with 32 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

621 Capitol Mall, Sacramento, CA, 95814

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
December 2025 - February 2026 · 2 mos
U.S. Bancorp Investments, INC.
December 2025 - February 2026 · 2 mos
U.S. Bancorp Investments, INC.
June 2023 - April 2025 · 1 yr 10 mos
U.S. Bancorp Investments, INC.Broker
May 2023 - April 2025 · 1 yr 11 mos
Unionbanc Investment Services, LLC
May 2013 - June 2023 · 10 yrs 1 mo
Unionbanc Investment Services, LLCBroker
May 2013 - May 2023 · 10 yrs
Cetera Investment Services LLCBroker
April 2008 - March 2013 · 4 yrs 11 mos
Cetera Investment Services LLC
April 2008 - March 2013 · 4 yrs 11 mos
Wells Fargo Investments, LLC
December 2003 - July 2006 · 2 yrs 7 mos
Wells Fargo Investments, LLCBroker
December 2003 - July 2006 · 2 yrs 7 mos
Financial West Investment Group, INC.
March 2000 - November 2003 · 3 yrs 8 mos
Financial West GroupBroker
January 1999 - November 2003 · 4 yrs 10 mos
Nationwide Investment Services CorporationBroker
December 1998 - January 1999 · 1 mo
Fundselect Advisers, INC.Broker
March 1997 - December 1998 · 1 yr 9 mos
Great Western Financial Securities CorporationBroker
February 1992 - December 1996 · 4 yrs 10 mos
Dean Witter Reynolds INC.Broker
February 1991 - January 1992 · 11 mos
Lehman Brothers INC.Broker
August 1990 - February 1991 · 6 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.