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Robert Thomas Martin

CRA FINANCIAL SERVICES, L.L.C.·NORTHFIELD, New Jersey
Series 7, Series 31, Series 66Clean record19 years registeredCRA FINANCIAL SERVICES, L.L.C.
332 TILTON ROAD, NORTHFIELD, NJ 08225CRD# 5206015Firm CRD# 124004

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Thomas Martin · NORTHFIELD, NJ
Registration
CRD #5206015 · CRA FINANCIAL SERVICES, L.L.C. · 19 years registered
Brand Profile
Not yet started
01

Career History

CRA FINANCIAL SERVICES, L.L.C.
Feb 2013 – present
WELLS FARGO ADVISORS, LLC
Aug 2007 – Jan 2013
MARLTON, NJ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 66
Registration record
First registered · August 3, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CRA FINANCIAL SERVICES, L.L.C.
CRD 124004 · SEC 801-62232
AUM
$1.2B
Regulatory assets under management
Employees
13
3,454 client accounts
Services offered by CRA FINANCIAL SERVICES, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CRA FINANCIAL SERVICES, L.L.C. →
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05

Frequently Asked Questions

What services does Robert Thomas Martin offer?
Robert Thomas Martin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTHFIELD, New Jersey for a consultation.
What are Robert Thomas Martin's credentials?
Robert Thomas Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Thomas Martin located?
Robert Thomas Martin is based in NORTHFIELD, New Jersey, working with CRA FINANCIAL SERVICES, L.L.C.. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.
How does Robert Thomas Martin charge for services?
Robert Thomas Martin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRA FINANCIAL SERVICES, L.L.C.?
CRA FINANCIAL SERVICES, L.L.C. has approximately 13 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Matthew John Reynolds
NORTHFIELD, NJ
Thomas Edward Reynolds
NORTHFIELD, NJ
Donna Savastani
NORTHFIELD, NJ

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