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Aymeric H. Martinoia

VIE INVEST
Houston, TX
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CRD#: 5261745
AM

Professional summary


Aymeric Henri Martinoia is a registered financial advisor currently at VIE INVEST, LLC located in Houston, Texas.

Aymeric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Aymeric has worked at 4 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

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.
Mr. Martinoia is licensed as an insurance agent and offers insurance products for his clients' financial planning, either independently or through MassMutual Financial Group.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Aymeric Henri Martinoia'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®
None

Experience


Current

June 13, 2016 - Present

VIE INVEST, LLC

Office #2: 1818 Bingle Rd Suite 100, Houston, TX 77055
RIA
CRD#: 282226
Houston, TX
Past

February 26, 2013 - June 28, 2016

VERE GLOBAL WEALTH MANAGEMENT

RIA
CRD#: 154312
HOUSTON, TX
Past

August 18, 2009 - September 9, 2011

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
HOUSTON, TX
Past

August 13, 2009 - February 4, 2013

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
HOUSTON, TX
Past

March 15, 2007 - March 30, 2009

STANFORD GROUP COMPANY

RIA
CRD#: 39285
HOUSTON, TX
Past

December 19, 2006 - March 30, 2009

STANFORD GROUP COMPANY

BD
CRD#: 39285
HOUSTON, TX

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
Texas
(6/13/2016)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/12/2007
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


VI
VIE INVEST, LLC
VIE INVEST | VIE INVEST, LLC

CRD#: 282226 / SEC#:

Texas
Registered Investment Advisory firm - (6/13/2016 Approved)
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Contact information


Main Address
Houston, TX
Mailing Address
Phone number
(713) 589-3385
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts87
AUM (Assets Under Management)$ 49,500,000

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


VIE INVEST, LLC

CRD#: 282226Houston, TX

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