Robert Marton has been an investment adviser representative at IDB Lido Wealth since May 2023, and is not listed among the firm’s executive officers or direct owners. Robert Marton holds a B.A. from the University of Maryland.
Idb Lido Wealth, LLC is a New York, NY firm with $478M under management, 209 clients and 9 advisers across 3 offices, as of its July 2026 filing.
Robert Marton is Senior Managing Director, Florida & Tri-state Regional Manager of IDB Lido Wealth, based in Boca Raton. He joined Lido in 2019 and focuses on business development, client experience and wealth strategies, working with his team to set strategic direction. He began his career on the trading floor of the New York Mercantile Exchange and worked for Merrill Lynch Wealth Management for 10 years as an advisor and Senior Vice President.
Robert Marton’s longest registration was 10 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2008–2019). Before joining IDB Lido Wealth in 2023, Robert Marton was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wachovia Securities, LLC.
- Idb Lido Wealth, LLCCurrent– present · 3 yearsBoca Raton, FL · Adviser representative · Firm CRD 322488
- LidoAlso current– present · 7 yearsBoca Raton, FL · Adviser representative · Firm CRD 269866
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 10 yearsBoca Raton, FL · Adviser representative · Firm CRD 7691
- Wachovia Securities, LLC– · 2 yearsMonticello, NY · Adviser representative · Firm CRD 19616
- Morgan Stanley– · 5 yearsFort Lauderdale, FL · Adviser representative · Firm CRD 7556
Professional designations
Listed by IDB Lido Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
Investment adviser representative registrations
Robert Marton is registered as an investment adviser representative in 4 states. The first approvals date from October 2019; the most recent is New Jersey, in July 2023.
- CaliforniaSince 13 July 2022
- FloridaSince 22 October 2019
- New JerseySince 27 July 2023
- New YorkSince 26 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 24 April 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 April 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 April 2000 |
| Series 7 | General Securities Representative Examination | 17 March 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Wayne Marton
- CRD
- 4131958
- Firm
- IDB Lido Wealth · CRD 322488
- Office
- 1875 NW CORPORATE BLVD., SUITE 110, Boca Raton, FL 33431
- Registration
- Investment adviser registration
- In the industry since
- March 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- idblidowealth.com
Where does Robert Marton work?
Robert Marton is an investment adviser representative registered through Idb Lido Wealth, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Robert Marton a financial advisor?
Yes. Robert Marton has a current investment-adviser registration in California, Florida, New Jersey and New York, through IDB Lido Wealth since May 2023.
How many years of experience does Robert Marton have?
Robert Marton has 26 years in the financial industry, since March 2000, across 5 adviser firms.
What exams has Robert Marton passed?
Robert Marton has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in March 2000. FINRA credited Robert Marton with the SIE, which began in October 2018.
Where did Robert Marton work before IDB Lido Wealth?
Before IDB Lido Wealth, Robert Marton was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, November 2008 to October 2019; Wachovia Securities, LLC, March 2006 to November 2008; Morgan Stanley, March 2000 to March 2006.
Where is Robert Marton based?
Robert Marton’s registered office is in Boca Raton, FL.
Is Robert Marton registered with FINRA?
No. Robert Marton has no current broker registration.
Is Robert Marton a CFP?
IDB Lido Wealth lists Robert Marton with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Marton’s record?
Search CRD 4131958 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Marton’s full registration record.
- Iynkaran KanapathipillaiChief Executive Officer
- Tina MitchellChief Compliance Officer
- Sagy AserafDirector and Manager
- Jason LeeDirector and Manager
- Avner MendelsonDirector and Manager
- Jason OzurBoard Chairman and Manager
- David ParkDirector and Manager
- Kenneth SternDirector and Manager