Robert Wayne Marton

Current Employers

Employment History

• 11/2008 → 10/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 12/2009 → 09/2019
  Bank Of America, N.A.
  Boca Raton, FL
• 10/2019 → Present
  Lido Advisors, Llc
  Boca Raton, FL
• 04/2023 → Present
  Idb Lido Wealth, Llc
  New York, NY

Previous Registrations

• 2008-11-06 → 2019-10-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
• 2006-03-17 → 2008-11-13
  Wells Fargo Clearing Services, Llc
  Monticello, NY
  Boca Raton, FL
• 2000-03-31 → 2006-03-20
  Morgan Stanley Dw Inc.
  Fort Lauderdale, FL

Other Businesses

Robert Marton is an Investment Adviser Representative of both Lido Advisors, LLC and IDB Lido Wealth, LLC. IDB Lido Wealth, LLC is a joint venture between Lido Advisors, LLC and IDB New York. Mr. Marton is only employed and compensated by Lido Advisors, LLC, but performs similar services for IDB Lido Wealth, LLC by virtue of a services agreement between the two entities. I*107580 For profit or not for profit: Non-Profit Organization Name of outside business organization: Jacobson Jewish Community Foundation Investment related: Y Address of business: Boca Raton, Florida 33428 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 9/12/2017 Number of hours devoted: 3 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: I am already approved as an OBA to participate on the board of the Jewish Federation of South Palm Beach County. This is an arm of the Foundation that focuses on planned giving and endowments. FOR PROFIT OR NOT FOR PROFIT: Non-profit organization NAME OF OUTSIDE BUSINESS ORGANIZATION: RUTH & NORMAN RALES JEWISH FAMILY SERVICES INVESTMENT RELATED: No ADDRESS OF BUSINESS: Boca Raton, FL, 33428 NATURE OF BUSINESS: JFS programs and services include food & financial assistance, senior services, counseling & mental health services, career & employment services, family & children's services and many volunteer opportunities. POSITION, TITLE, ASSOCIATION: Member of investment committee START DATE OF RELATIONSHIP: 2020 NUMBER OF HOURS DEVOTED: 2 Hours Month NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1hr /month DUTIES: As a previous board member who is familiar with the organization I am now a member of the investment committee covering a range of items such as total fundraising amounts and allocations and reviewing the organizations financials.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-18
• S63 Uniform Securities Agent State Law Examination
  2000-04-07

Designations