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JM

Julio A. Martinez

SAVILE CAPITAL MARKETS LLC
Miami, FL 33131
Some features on this profile are disabled
CRD#: 1966366
JM

Professional summary

Julio Alberto Martinez is a registered financial professional currently at SAVILE CAPITAL MARKETS LLC located in Miami, Florida.

Julio is registered as a RR (Registered Representative) and started their career in finance in 1999. Julio has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
Julio is a registered rep at Trade Bridge Capital LLC (TBC), a registered broker-dealer and is also registered with Consultiva Wealth Management (CWM) as an IAR. Both TBC and CWM are wholly owned subsidiaries of Savile Capital Group LLC. Conflict of interests may take place when trades executed for advisory clients' portfolio being directed to TBC. CWM Compliance Manual addresses this and other applicable potential conflicts of interests with respective policies and procedures in place. In general, IAR does not receive additional compensation for directing trades to the affiliated broker-dealer.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Julio Alberto Martinez'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

March 14, 2023 - Present

SAVILE CAPITAL MARKETS LLC

Office #1: 1200 Brickell Ave. Ste 1680, Miami, FL 33131
BD
CRD#: 316748
Miami, FL
Past

May 12, 2020 - March 24, 2023

UCAP AMERICAS

RIA
CRD#: 170846
Miami, FL
Past

September 1, 2018 - March 24, 2023

UCAP AMERICAS

BD
CRD#: 173643
Miami, FL
Past

June 1, 2009 - August 24, 2018

MORGAN STANLEY

RIA
CRD#: 149777
MIAMI, FL
Past

June 1, 2009 - August 24, 2018

MORGAN STANLEY

BD
CRD#: 149777
MIAMI, FL
Past

March 27, 2001 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
MIAMI, FL
Past

March 27, 2001 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
MIAMI, FL
Past

March 5, 1999 - April 3, 2001

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY

State Registrations and Notice Filings

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

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
Florida
(5/25/2023)
RR
New York
(3/14/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/15/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/4/1999
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SC
SAVILE CAPITAL MARKETS LLC
SAVILE CAPITAL GROUP DBA | TRADE BRIDGE CAPITAL LLC | SAVILE CAPITAL MARKETS LLC | SAVILE CAPITAL MARKETS DBA

CRD#: 316748 / SEC#: , 8-70857

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
2 N. Main Street Suite 310, Sheridan, WY 82801
Mailing Address
2 N. Main Street Suite 310, Sheridan, WY 82801
Phone number
(307) 751-7122
Established
Wyoming since 08/16/2021
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SAVILE CAPITAL GROUP LLCMEMBER
MARINO, LUIS ALFONSOMANAGER, CEO & EXECUTIVE REP.1426723
WASITOWSKI, DAVID ALLANMANAGER, CCO, FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER4187976

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

SAVILE CAPITAL MARKETS LLC

CRD#: 316748Miami, FL 33131

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