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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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AM

Alex M. Marino

CONSULTIVA WEALTH MANAGEMENT,
Miami, FL 33131
Some features on this profile are disabled
CRD#: 1597666
AM

Professional summary

Alex Mh Marino, who also goes by Alejandro M Marino, Alejandro Manuel Marino, Alex Manuel Marino, M H Alex Marino, Manuel Alex Marino, Manuel H Marino, Manuel Humberto Marino, Alex Mh Mariã??ã,â±o, Alex Mh Mariã?â±o, Alex Mh Mariã±o, Alex Mh Mariño, is a registered financial advisor currently at CONSULTIVA WEALTH MANAGEMENT, CORP. located in Miami, Florida and SAVILE CAPITAL MARKETS LLC located in Sheridan, Wyoming.

Alex is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Alex has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alejandro M Marino | Alejandro Manuel Marino | Alex Manuel Marino | M H Alex Marino | Manuel Alex Marino | Manuel H Marino | Manuel Humberto Marino | Alex Mh Mariã??ã,â±o | Alex Mh Mariã?â±o | Alex Mh Mariã±o | Alex Mh Mariño

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Mh Marino's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 24, 2023 - Present

CONSULTIVA WEALTH MANAGEMENT, CORP.

Office #1: 1200 Brickell Ave. Suite 1680, Miami, FL 33131
RIA
CRD#: 111846
Miami, FL
Current

August 24, 2023 - Present

SAVILE CAPITAL MARKETS LLC

Office #1: 2 N. Main Street Suite 310, Sheridan, WY 82801
BD
CRD#: 316748
Sheridan, WY
Past

August 5, 2016 - August 10, 2023

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
Stamford, CT
Past

August 4, 2016 - August 10, 2023

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Stamford, CT
Past

February 15, 2008 - August 8, 2016

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
STAMFORD, CT
Past

November 4, 2003 - August 8, 2016

OPPENHEIMER & CO. INC.

BD
CRD#: 249
STAMFORD, CT
Past

January 3, 2003 - October 22, 2003

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

December 10, 1998 - January 3, 2003

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

May 30, 1996 - October 29, 1998

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 17, 1987 - May 31, 1996

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 21, 1987 - December 1, 1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CONSULTIVA WEALTH MANAGEMENT, CORP.
CONSULTIVA INTERNACIONAL INC | WHOLLY-OWNED SUBSIDIARY, CONSULTIVA SECURITIES,INC. | SAVILE CAPITAL MANAGEMENT LLC DBA | SAVILE CAPITAL GROUP LLC DBA | CONSULTIVA WEALTH MANAGEMENT, CORP. | CONSULTIVA INTERNACIONAL, INC.

CRD#: 111846 / SEC#: 801-57175

RIA
Registered Investment Advisory firm - (2/8/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(8/24/2023)
IAR
Connecticut
(8/24/2023)
IAR
Florida
(9/18/2023)
RR
Florida
(10/2/2023)
RR
New York
(8/24/2023)
IAR
New York
(8/24/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/11/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/3/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 5/24/2008
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 1/17/1987
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CW
CONSULTIVA WEALTH MANAGEMENT, CORP.
CONSULTIVA INTERNACIONAL INC | WHOLLY-OWNED SUBSIDIARY, CONSULTIVA SECURITIES,INC. | SAVILE CAPITAL MANAGEMENT LLC DBA | SAVILE CAPITAL GROUP LLC DBA | CONSULTIVA WEALTH MANAGEMENT, CORP. | CONSULTIVA INTERNACIONAL, INC.

CRD#: 111846 / SEC#: 801-57175

RIA
Registered Investment Advisory firm - (2/8/2000 Approved)
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Contact information

Main Address
American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918
Mailing Address
Phone number
(787) 763-5868
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 CWM FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts139
AUM (Assets Under Management)$ 429,665,565

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CONSULTIVA WEALTH MANAGEMENT, CORP.

CRD#: 111846Miami, FL 33131

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