Osaic Wealth
44yrs
Top advisor by experience in Montecito
19yrs
Roy Martinez
Financial advisor at RBC Securities
Roy Martinez is a fiduciary financial advisor in Montecito, California, with 19 years in the industry. After a year at U.S. Bancorp Advisors and three years at Merrill, Roy joined RBC Securities in 2014, a firm offering financial planning, investment management, and selecting outside investment managers. RBC Securities reports being paid through a percentage of assets.
One of 30 advisors with offices in Montecito, and one of 28 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 61% of advisors at RBC Securities
Office1205 Coast Village Road 1st Floor, Montecito, CA 93108
FirmRBC Securities
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$918,022
Advisors at the firm123
States licensed ?1 state
Services through RBC Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowRBC Securities, Inc.Current firm
- Jan 2013 – May 2014U.S. Bancorp Advisors, LLCPreviously
- 2009 – 2012MerrillPreviously
- 2007 – 2009Banc of America Investment Services, Inc.Previously
Contact Roy
(310) 888-6400Firm headquarters in Los Angeles, CA. Ask for Roy. 1205 Coast Village Road 1st FloorMontecito, CA 93108Office · Get directions
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Questions to ask Roy
Tailored to Roy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Roy
How do I contact Roy?
Call RBC Securities at (310) 888-6400 and ask for Roy Martinez. Roy works from the Montecito, CA office.
How long has Roy been a financial advisor?
Roy has been in the industry since 2007, about 19 years. More experience than 61% of advisors at RBC Securities.
What licenses does Roy hold?
Series 66. Tap any license on this page to see what it allows.
Is Roy a fiduciary?
Roy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Roy paid?
RBC Securities reports being paid by a percentage of the assets they manage, other fees. Ask Roy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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