Robert
Martin
Cary Street Partners
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About this Advisor
Robert Martin is a financial advisor based in Roanoke, Virginia with 1 year of relevant experience. Martin is currently employed by Cary Street Partners. During their career, Martin has held roles at Union First Market Bank, Virginia Bankers Association--Trust & Wealth Management Committe, Union Bank & Trust, Union Insurance Group, Old Dominion Capital Management, Inc, Dixon, Hubard, Feinour & Brown, Inc, Cary Street Partners Investment Advisory, Raymond James Financial Services Advisors Inc and Raymond James Financial Services, Inc. Martin has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Virginia. Cary Street Partners is an advisory firm operating out of Richmond, VA. The firm has offices in 14 locations and a total of 134 people on staff. It handles $6 billion in assets under management among its 11,387 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 50 charitable organizations. Of its 11,387 accounts, 31% are associated with high-net-worth individuals who have more than $1 million in investable assets. Cary Street Partners offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services largely vary depending on the type of services provided. Fees charged by Cary Street Partners can consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cary Street Partners Brokerage Details
$5,512,469,144
134
11,387
$484,102
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Martin Work History
Robert has been registered as a financial advisor for 1 years.*
Cary Street Partners Investment Advisory
Dixon, Hubard, Feinour & Brown, Inc
Union Insurance Group
Old Dominion Capital Management, Inc
Virginia Bankers Association--Trust & Wealth Management Committe
Union First Market Bank
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
Union Bank & Trust
*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 Robert Martin 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 Cary Street Partners
Glen Allen, VA
Arlington, VA
Richmond, VA
Roanoke, VA
San Antonio, TX
Roanoke, VA
Roanoke, VA
Glen Allen, VA
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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