RM
Robinson Martin
ADVOCACY WEALTH MANAGEMENT
ATLANTA, GA 30326-3280
Some features on this profile are disabled
CRD#: 2288153
RM
Professional summary
Robinson Martin, who also goes by Bobby Martin, Robert Martin, is a registered financial advisor currently at ADVOCACY WEALTH MANAGEMENT, LLC located in Atlanta, Georgia.
Robinson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Robinson has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bobby Martin | Robert Martin
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.
Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Non-investment related, Insurance agency, Parent company of Advocacy Wealth Management, no direct compensation, Title: Agent, started 12/2018, devote 5-10hrs/month during securities trading hours, Duties: Servicing and Placing insurance products.
CRS (Client Relationship Summary) - RIA
Click below to view Robinson Martin's 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®
NoneExperience
Current
February 6, 2019 - Present
ADVOCACY WEALTH MANAGEMENT, LLC
Office #1: 3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3280RIA
CRD#: 141943
ATLANTA, GA
Past
April 25, 2016 - December 6, 2016
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
ATLANTA, GA
Past
April 6, 2016 - December 6, 2016
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
ATLANTA, GA
Past
January 14, 2014 - January 6, 2016
HARRISDIRECT LLC
RIA
CRD#: 42159
ARLINGTON, VA
Past
January 13, 2014 - January 6, 2016
E*TRADE SECURITIES LLC
BD
CRD#: 29106
ATLANTA, GA
Past
July 17, 2013 - December 24, 2013
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
ATLANTA, GA
Past
July 15, 2013 - December 24, 2013
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
ATLANTA, GA
Past
October 22, 2010 - January 17, 2013
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
LITHONIA, GA
Past
October 13, 2010 - January 17, 2013
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
LITHONIA, GA
Past
April 1, 2003 - July 29, 2010
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
ATLANTA, GA
Past
February 18, 1999 - July 29, 2010
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
ATLANTA, GA
Past
August 31, 1998 - February 24, 1999
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
January 24, 1995 - July 27, 1998
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
Past
October 4, 1994 - January 13, 1995
GRUNTAL & CO., L.L.C.
BD
CRD#: 372
NEW YORK, NY
Past
July 13, 1994 - September 28, 1994
CIBC WORLD MARKETS CORP.
BD
CRD#: 630
NEW YORK, NY
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".
AW
ADVOCACY WEALTH MANAGEMENT, LLC
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY | GREY INVESTMENT ADVISORS | ADVOCACY WEALTH MANAGEMENT, LLC
CRD#: 141943 / SEC#: 801-77677
RIA
Registered Investment Advisory firm - (3/1/2013 Approved)Alabama
Registered Investment Advisory firm - (3/4/2013 Terminated)Arkansas
Registered Investment Advisory firm - (12/31/2012 Terminated)Georgia
Registered Investment Advisory firm - (3/4/2013 Terminated)Louisiana
Registered Investment Advisory firm - (3/11/2013 Terminated)Mississippi
Registered Investment Advisory firm - (4/23/2013 Terminated)New York
Registered Investment Advisory firm - (12/31/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/6/2013 Terminated)South Carolina
Registered Investment Advisory firm - (3/4/2013 Terminated)South Dakota
Registered Investment Advisory firm - (3/4/2013 Terminated)Tennessee
Registered Investment Advisory firm - (4/3/2013 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)West Virginia
Registered Investment Advisory firm - (3/12/2013 Terminated)Wisconsin
Registered Investment Advisory firm - (3/1/2013 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
Georgia(2/6/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/30/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
AW
ADVOCACY WEALTH MANAGEMENT, LLC
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY | GREY INVESTMENT ADVISORS | ADVOCACY WEALTH MANAGEMENT, LLC
CRD#: 141943 / SEC#: 801-77677
RIA
Registered Investment Advisory firm - (3/1/2013 Approved)Alabama
Registered Investment Advisory firm - (3/4/2013 Terminated)Arkansas
Registered Investment Advisory firm - (12/31/2012 Terminated)Georgia
Registered Investment Advisory firm - (3/4/2013 Terminated)Louisiana
Registered Investment Advisory firm - (3/11/2013 Terminated)Mississippi
Registered Investment Advisory firm - (4/23/2013 Terminated)New York
Registered Investment Advisory firm - (12/31/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/6/2013 Terminated)South Carolina
Registered Investment Advisory firm - (3/4/2013 Terminated)South Dakota
Registered Investment Advisory firm - (3/4/2013 Terminated)Tennessee
Registered Investment Advisory firm - (4/3/2013 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)West Virginia
Registered Investment Advisory firm - (3/12/2013 Terminated)Wisconsin
Registered Investment Advisory firm - (3/1/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3280
Mailing Address
Phone number
(404) 836-7141
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,917 |
| AUM (Assets Under Management) | $ 2,084,296,352 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/18/2025 | ||
| 07/26/2024 | ||
| 10/27/2023 | ||
| 01/30/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ADVOCACY WEALTH MANAGEMENT, LLC
CRD#: 141943Atlanta, GA 30326-3280TRUST BUT VERIFY
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Contact information
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