Roberto
Martinez
Steward Partners Investment Advisory, LLC
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About this Advisor
Roberto Martinez is a financial advisor working out of Dallas, Texas with 2 years of industry experience. Martinez is an advisor for Steward Partners Investment Advisory, LLC. Throughout their career, Martinez has worked at Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Investment Solutions, LLC, Prospera Financial Services Inc, Lincoln Financial Advisors and Cobra Trading, Inc. Martinez holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Steward Partners Investment Advisory, LLC is an advisory company that has its headquarters in New York, NY. It has offices in 45 locations and a total of 363 employees. It controls $12 billion in assets under management between its 27,637 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 45 charitable organizations. Of its 27,637 accounts, 55% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Steward Partners Investment Advisory, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fees largely are based on the services. Fees billed by Steward Partners Investment Advisory, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$12,168,947,752
363
27,637
$440,314
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Roberto Martinez Work History
Roberto has been registered as a financial advisor for 2 years.*
Steward Partners Investment Solutions, LLC
Raymond James Financial Services, Inc
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Prospera Financial Services Inc
Cobra Trading, Inc
Lincoln Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Roberto Martinez 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 Steward Partners Investment Advisory, LLC
New York, NY
New York, NY
Paramus, NJ
New York, NY
Clearwater, FL
Portland, ME
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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