Frank Martino

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CRD#: 4630891

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Frank Martino was a registered financial professional .

Frank is a previously registered financial professional and started their career in finance in 2003. Frank had worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

FRANK MARTINO POSITION: CPA NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/13/2020 ADDRESS: 157 Waterdam Road, Suite 240, McMurray PA 15317, United States DESCRIPTION: business and financial consulting, accounting and management consulting VISION WEALTH MANAGEMENT FOR INSURANCE, ANNUITIES, LONG TERM CARE AND DISABILITY INSURANCE. POSITION: Insurance Sales Agent NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/13/2020 ADDRESS: 157 Waterdam Road, Suite 240, McMurray PA 15317, United States DESCRIPTION: Insurance Sales ROBERT HALF POSITION: Accountant NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 40 START DATE: 05/01/2022 ADDRESS: 1000 Commercial Drive, Suite120, Pittsburgh PA 15275, United States DESCRIPTION: perform bookkeeping, taxes, various accounting issues and consulting.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 1, 2021 - December 31, 2022

GROVE POINT ADVISORS, LLC

RIA

RIA

CRD#: 112389

PITTSBURGH, PA

Past

September 28, 2005 - December 6, 2011

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

PITTSBURGH, PA

Past

March 7, 2003 - July 8, 2005

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/14/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/5/2003

General Securities Representative Examination

Current Firm

GROVE POINT ADVISORS, LLC

CRD#: 313171 / SEC#: 801-56879

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Contact information

Main Address

2440 Research Blvd Suite 500, Rockville, MD 20850

Mailing Address

Phone number

(301) 944-5900

Established

Firm type

Fiscal year end

# of Employees

389

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A, APPENDIX 1, PORTFOLIO BUILDER MARCH 2025 (3/28/2025)

FORM ADV PART 2A MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	9,556
AUM (Assets Under Management)	$ 2,470,347,917

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/27/2024	Cover Page	Report
10/26/2023	Cover Page	Report
02/28/2023	Cover Page	Report

Red Flags

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

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Frank Martino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

LAUREL FINANCIAL GROUP INC

COMMONWEALTH FINANCIAL NETWORK

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/14/2003

SIE

Date: 10/1/2018

Series 7

Date: 3/5/2003

Current Firm

GROVE POINT ADVISORS, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GROVE POINT ADVISORS, LLC

TRUST BUT VERIFY

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