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RIA / WealthAdvisor18 years in industry

Robert Andrew Torres

Advisor at PORTSIDE WEALTH GROUP, LLC

Salt Lake City, UT | PROVO, UT

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Search this name across graphsid dfx:ria:e40aa2ed-6c03-ffb4-2b34-41cf569e7d24

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 7, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PORTSIDE WEALTH GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 2, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jan 2, 2008
First registration: Feb 7, 2011
Dual registered: no
Other names: Robert A Torres|ROBERT ANDREW TORRES|Robert Torres
IAPD individual key: 5447241

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PORTSIDE WEALTH GROUP, LLC	Independent wealth	Aug 27, 2026	n/a	yes	Salt Lake City, UT\|PROVO, UT	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 3, 2021	Jul 25, 2023	no	Seattle, WA\|Cottonwood Heights, UT	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 9, 2020	May 28, 2021	no	SALT LAKE CITY, UT	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Dec 22, 2015	Apr 27, 2020	no	Webster, TX\|Houston, TX	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Feb 7, 2011	Nov 12, 2015	no	ARLINGTON, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	PORTSIDE WEALTH GROUP, LLC	Jul 25, 2023	Aug 27, 2026	1,129	Firm change after gap	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHARLES SCHWAB & CO., INC.	May 28, 2021	Aug 3, 2021	67	Firm change	Wirehouse to ibd
CHARLES SCHWAB & CO., INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 27, 2020	Apr 9, 2020	-18	Firm change	Ibd to wirehouse
E*TRADE CAPITAL MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Nov 12, 2015	Dec 22, 2015	40	Firm change	Other

Relationships

Registered with (4)

→ PORTSIDE WEALTH GROUP, LLCRegistered adviserregistration: current employment
Aug 27, 2026 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 3, 2021 to Jul 25, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 9, 2020 to May 28, 2021factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 7, 2011 to Nov 12, 2015factForm ADV

Dated events

Occurred
Jul 25, 2023
Advisor changed firm
Robert Andrew Torres left Charles Schwab & Co., Inc. for Portside Wealth Group, Llc (registered 2026-08-27)
Form ADVobserved 5 days ago