Roberto Martinez is a registered investment advisor, based in Stamford, CT, with 26 years of industry experience.
Location
400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512
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Regulatory History
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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Roberto is a board member of Reparto Familiar S.A. de C.V., a family-owned real estate business, dedicating minimal time. He also serves as a compliance officer for Steward Partners Investment Advisory LLC, spending minimal time on this role.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
Prospera Financial Services, INC.Broker
Prospera Financial Services, INC.
Cobra Trading, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Uvest Financial Services Group, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Signator Investors, INC.Broker
State Registrations53 states
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.