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Robert Alexander Martinez

Raymond James & Associates, Inc.

Grosse Pointe Farms, MI

CRD 1076944

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2011-02-18
  • MI RA
    APPROVED
    Since 2011-02-18

Branch Locations

15 And 21 Kercheval Avenue 2 Suites, Same Building, Grosse Pointe Farms, MI 48236 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates Grosse Pointe Farms MI 02/2011 Present
  • 02/2011 → Present
    Raymond James & Associates
    Grosse Pointe Farms, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-20
S63 Uniform Securities Agent State Law Examination 1982-11-30
  • S65 Uniform Investment Adviser Law Examination
    2007-12-20
  • S63 Uniform Securities Agent State Law Examination
    1982-11-30
Other Names
  • Bob Martinez

View on SEC IAPD

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