Unclaimed Profile

Roberto Antonio Martinez

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC·PORTLAND, Oregon

SIE, Series 6, Series 7, Series 24, Series 31, Series 52TO, Series 53, Series 63, Series 65, Series 79TOClean record26 years registeredSTEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

15495 SW SEQUOIA PARKWAY, PORTLAND, OR 97224CRD# 2991605Firm CRD# 1254

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roberto Antonio Martinez · PORTLAND, OR

Registration

CRD #2991605 · STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

May 2022 – present

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Dec 2021 – present

PROSPERA FINANCIAL SERVICES, INC.

Apr 2018 – Dec 2021

DALLAS, TX

LINCOLN FINANCIAL ADVISORS CORPORATION

May 2011 – Mar 2017

DALLAS, TX

LPL FINANCIAL LLC

Feb 2006 – Feb 2011

SAN DIEGO, CA

WELLS FARGO INVESTMENTS, LLC

Dec 2003 – Dec 2005

CHULA VISTA, CA

CUSO FINANCIAL SERVICES, L.P.

Jun 2002 – Jul 2003

SAN DIEGO, CA

MORGAN STANLEY

Jul 2000 – Jun 2002

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 31

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Registration record

First registered · July 3, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD 1254 · SEC 801-67179

AUM

$991M

Regulatory assets under management

Employees

524

2,712 client accounts

Services offered by STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Roberto Antonio Martinez offer?

Roberto Antonio Martinez specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.

What are Roberto Antonio Martinez's credentials?

Roberto Antonio Martinez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roberto Antonio Martinez located?

Roberto Antonio Martinez is based in PORTLAND, Oregon, working with STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Roberto Antonio Martinez charge for services?

Roberto Antonio Martinez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC?

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC has approximately 524 employees and manages $991M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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