Robert Andrew Torres
Investment adviser representative at Portside Wealth Group, LLC
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 yearsFirm in business
Are you Robert Andrew Torres? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Portside Wealth Group, LLCAug 2026 to now
- PaylogicsMay 2026 to now
- Arc IntelligenceJan 2024 to now
- LPL Enterprise LLCJun 2026 to Jun 2026
- University of UtahJul 2023 to Jan 2024
- Charles Schwab & Co., Inc.Jul 2021 to Jul 2023
- Charles Schwab Bank, SsbJul 2021 to Jul 2023
- Bank of America, N.A.Apr 2020 to May 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to May 2021
- Charles Schwab & Co., Inc.Nov 2015 to Apr 2020
- Charles Schwab BankNov 2015 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
Portside Wealth Group, LLC
$1.4BAssets managed
6,475Clients
56Advisers
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
- 5447241
- Firm CRD
- 325175