RM
Robert Martini
K.J. HARRISON & PARTNERS (USA)
Toronto, On, M5R 2K2
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CRD#: 7531482
RM
Professional summary
Robert Martini is a registered financial advisor currently at K.J. HARRISON & PARTNERS (USA) INC. .
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Robert has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
K.J. HARRISON & PARTNERS INC., YES INVESTMENT-RELATED, TORONTO, ONTARIO CANADA, A REGISTERED DEALER MEMBER OF THE INVESTMENT INDUSTRY REGULATORY ORGANIZATION OF CANADA (IIROC) AND IS REGISTERED WITH MOST CANADIAN PROVINCIAL SECURITIES COMMISSIONS AS AN INVESTMENT
CRS (Client Relationship Summary) - RIA
Click below to view Robert Martini'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
April 14, 2023 - Present
K.J. HARRISON & PARTNERS (USA) INC.
Office #1: 60 Bedford Road, Toronto, On, M5R 2K2RIA
CRD#: 282353
Toronto, On,
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".
KH
K.J. HARRISON & PARTNERS (USA) INC.
K.J. HARRISON & PARTNERS (USA) INC.
CRD#: 282353 / SEC#: 801-107467
RIA
Registered Investment Advisory firm - (4/4/2016 Approved)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
Texas(4/14/2023)
Exams
Current Firm
KH
K.J. HARRISON & PARTNERS (USA) INC.
K.J. HARRISON & PARTNERS (USA) INC.
CRD#: 282353 / SEC#: 801-107467
RIA
Registered Investment Advisory firm - (4/4/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
60 Bedford Road, Toronto, On, M5R 2K2
Mailing Address
Phone number
(877) 583-3320
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 20,700,900 |
Red Flags
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