Shalina R. Martos

MARTOS WEALTH MANAGEMENT

BELLEVUE, WA 98006

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CRD#: 4616725

Professional summary

Shalina Renee Martos, CFP®, who also goes by Shalina R Martos, Shalina Renee Martos, Shalina Martos, is a registered financial advisor currently at MARTOS WEALTH MANAGEMENT located in Bellevue, Washington.

Shalina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Shalina has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.

Biography

As a highly knowledgeable and motivated financial professional, Shalina brings a wealth of experience with more than 12 years working within the investment banking industry. During that time frame, working in both the Client Service and Associate Advisor roles, Shalina gained expertise helping clients through multiple bear market cycles. Her focus is on the best interest of her clients, listening to their hopes and dreams while at the same time, addressing their fears and concerns. Her top priority is helping clients navigate the changing course of their personal financial goals.

Outside of the office, Shalina can be found on the golf course attempting to get that coveted 2nd hole in one! She logged her first ace in 2015 while playing an early, foggy morning at Mt. Si. She also enjoys playing an occasional tennis match as well as hiking with her wife and dog Koda. When vacation allows, the family makes it a point to check one item off of the bucket list…even the dogs enjoy the simple splendor of a Napa Valley road trip.

Question & Answer

What are your service offerings?

Life Transitions

Retirement Income Management

Comprehensive Financial Planni...

Inheritance

Education Planning

Divorce Planning

Investment Planning

Social Security Planning

Retirement Planning

Employee and Employer Plan Ben...

Socially Responsible Investing

Do you have an area of expertise or specialization?

Corporate Executives

Divorce Planning

High Net Worth Client Needs

LGBT Couples and Families

Medical Professionals

Tax Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Shalina R Martos | Shalina Renee Martos | Shalina Martos

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 Shalina Renee Martos's 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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

January 22, 2025 - Present

MARTOS WEALTH MANAGEMENT

Office #1: 14205 Se 36th St Suite 100, Bellevue, WA 98006

RIA

CRD#: 333128

BELLEVUE, WA

Past

April 22, 2019 - March 19, 2025

PERSONAL INVESTMENT MANAGEMENT INC

RIA

CRD#: 107829

REDMOND, WA

Past

March 21, 2016 - April 12, 2019

AVIER WEALTH ADVISORS

RIA

CRD#: 161077

Bellevue, WA

Past

August 12, 2014 - November 19, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BOTHELL, WA

Past

August 12, 2014 - November 19, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BOTHELL, WA

Past

January 13, 2009 - July 18, 2014

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

REDMOND, WA

Past

January 13, 2009 - July 18, 2014

CHARLES SCHWAB & CO., INC.

CRD#: 5393

REDMOND, WA

Past

October 30, 2007 - January 10, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

TACOMA, WA

Past

January 2, 2003 - January 10, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

TACOMA, WA

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.

Highlighted states indicate IAR registrations

IAR

California
(5/6/2025)

IAR

Texas
(3/2/2025)

IAR

Washington
(1/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/25/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/12/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/19/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/23/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 12/8/2006

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 10/25/2006

General Securities Sales Supervisor - General Module Examination

Current Firm

MARTOS WEALTH MANAGEMENT

MARTOS WEALTH | MARTOS WEALTH MANAGEMENT LLC | MARTOS WEALTH MANAGEMENT

CRD#: 333128 / SEC#:

California

Registered Investment Advisory firm - (5/6/2025 Approved)

Texas

Registered Investment Advisory firm - (2/19/2025 Conditional Restricted)

Washington

Registered Investment Advisory firm - (1/22/2025 Approved)

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Contact information

Main Address

14205 Se 36th St Suite 100, Bellevue, WA 98006

Mailing Address

Phone number

(206) 746-9295

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Contact information

(xxx) xxx-xxxx

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Shalina R. Martos

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shalina Renee Martos's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERSONAL INVESTMENT MANAGEMENT INC

AVIER WEALTH ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2007

Series 63

Date: 7/12/2003

SIE

Date: 11/19/2014

Series 7

Date: 12/23/2002

Series 9

Date: 12/8/2006

Series 10

Date: 10/25/2006

Current Firm

MARTOS WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

MARTOS WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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