Robert
Marton

Lido

CRD#4131958
Investment Advisor
in Los Angeles, CA

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About this Advisor

Robert Marton is a financial advisor based in Los Angeles, California, working with Lido. Robert has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Lido Advisors, LLC, and Idb Lido Wealth, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, California, Florida, Georgia, Kentucky, Louisiana, Maryland, Michigan, New Jersey, New Mexico, New York, and North Carolina. Currently, Robert is part of Lido, which operates out of Los Angeles, California. The firm has 32 offices and 214 employees. The firm manages assets totaling $19.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Lido includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1875 Century Park East Suite 950
Los Angeles, CA 90067

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Lido Brokerage Details

Total Assets Under Management

$19,656,367,238

CA Average: $7,578,581,321
Total Number of Employees

214

CA Average: 43
Total Number of Accounts

19,744

CA Average: 3,727
Average Account Size

$995,562

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Robert Marton Work History

2023 - Present (2 years)

Idb Lido Wealth, LLC

2019 - Present (6 years)

Lido Advisors, LLC

2009 - 2019 (10 years)

Bank Of America, N.A

2008 - 2019 (11 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Marton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lido

Alexander Kob
Los Angeles, CA
Brian Mills
Los Angeles, CA
Garrett Niles
Los Angeles, CA
Andrew Hancock
Chicago, IL
Connor Maniatty
Los Angeles, CA
Olivia Zaiya
Los Angeles, CA
Sierra Argyle
Chicago, IL
Shane Sawyer Jones
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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