Robert Thomas Martin

Employer firm

Cra Financial Services, L.l.c. CRD 124004

$1.69B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/2012 → Present
  Cra Financial Services, Llc
  Northfield, NJ

Previous Registrations

• 2007-08-03 → 2013-01-02
  Wells Fargo Clearing Services, Llc
  Marlton, NJ

Other Businesses

RENTAL PROPEERTY, INV RELATED, SEWELL, NJ, 100% OWNER, START: 10/2012, 5 HOURS PER MONTH/0 DURING TRADING, DUTIES: LANDLORD.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-02

Designations

• Certified Financial Planner

Other Names

• Robert T Martin