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RH

Robert C. Hunter

MARIN WEALTH ADVISORS LLC
NOVATO, CA 94949
Some features on this profile are disabled
CRD#: 1130193
RH

Professional summary


Robert Charles Hunter JR, who also goes by Robert Charles Hunter, Robert Hunter, is a registered financial advisor currently at MARIN WEALTH ADVISORS LLC located in Novato, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Robert has worked at 8 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Robert Charles Hunter | Robert Hunter

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert Charles Hunter JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 23, 2022 - Present

MARIN WEALTH ADVISORS LLC

Office #1: 371 Bel Marin Keys Blvd. Suite 135, Novato, CA 94949
RIA
CRD#: 123237
NOVATO, CA
Past

January 31, 2013 - December 31, 2021

MARIN WEALTH ADVISORS LLC

RIA
CRD#: 123237
SAN RAFAEL, CA
Past

December 31, 1997 - April 27, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN ANSELMO, CA
Past

October 23, 1995 - April 27, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN ANSELMO, CA
Past

August 29, 1989 - October 31, 1995

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

September 4, 1986 - September 1, 1989

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

October 11, 1985 - September 18, 1986

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

April 9, 1984 - October 17, 1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

August 19, 1983 - February 7, 1984

LARKSPUR CAPITAL SECURITIES CORP.

BD
CRD#: 13652
Past

June 6, 1983 - July 14, 1983

DAVIS, SKAGGS & CO., INC.

BD
CRD#: 208

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MARIN WEALTH ADVISORS LLC
HUNTER JR, ROBERT CHARLES | ROBERT HUNTER | ROBERT C. HUNTER | MARIN WEALTH ADVISORS LLC

CRD#: 123237 / SEC#: 801-113162

RIA
Registered Investment Advisory firm - (6/8/2018 Approved)
California
Registered Investment Advisory firm - (7/15/2018 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/23/2022)
IAR
Texas
(2/24/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 6/23/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MW
MARIN WEALTH ADVISORS LLC
HUNTER JR, ROBERT CHARLES | ROBERT HUNTER | ROBERT C. HUNTER | MARIN WEALTH ADVISORS LLC

CRD#: 123237 / SEC#: 801-113162

RIA
Registered Investment Advisory firm - (6/8/2018 Approved)
California
Registered Investment Advisory firm - (7/15/2018 Terminated)
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Contact information


Main Address
371 Bel Marin Keys Blvd. Suite 135, Novato, CA 94949
Mailing Address
Phone number
(415) 458-5880
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (8 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MARIN WEALTH ADVISORS - ADV 2A (3/17/2025)

Regulatory assets under management


Total Number of Accounts938
AUM (Assets Under Management)$ 356,959,178

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MARIN WEALTH ADVISORS LLC

CRD#: 123237Novato, CA 94949

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