Robert Wayne Marton
Investment adviser representative at Idb Lido Wealth, LLC
18 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$478.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Idb Lido Wealth, LLCApr 2023 to now
- Lido Advisors, LLCOct 2019 to now
- Bank of America, N.A.Dec 2009 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2008 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, NJ, NY).
Idb Lido Wealth, LLC
$478.4MAssets managed
209Clients
9Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4131958
- Firm CRD
- 322488