Robert Todd Martin

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 07/2018
  Citigroup Global Markets, Inc
  Houston, TX
• 07/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 07/2018 → Present
  Bank Of America, Na
  Houston, TX

Previous Registrations

• 2012-03-21 → 2018-07-11
  Citigroup Global Markets Inc.
  Houston, TX
  Denver, CO
• 2011-01-03 → 2012-03-28
  Wells Fargo Clearing Services, Llc
  Houston, TX
  Charlotte, NC
  Houston, TX
• 2002-09-19 → 2011-01-03
  Wells Fargo Investments, Llc
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
• 2001-07-17 → 2002-10-23
  Banc Of America Investment Services, Inc.
  Houston, TX

Other Businesses

I*129562 For profit or not for profit: For-Profit Organization Name of outside business organization: Page Parkes Center of Modeling & Acting Investment related: N Address of business: Houston, Texas 77055 Nature of business: Corporation, Position, title, association: Participant, Start date of relationship: 2/15/2020 Number of hours devoted: 15 hour(s) Annually Number of hours devoted during trading hours: 2 Duties: I will be working periodically with them on auditioning for commercials and print ads for different companies they represent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-02
• S63 Uniform Securities Agent State Law Examination
  1998-01-30

Other Names

• Robert Todd Martin
• Robert Martin