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Andrew Martino

Andrew Martino

SAVVY
Westlake Village, CA
Some features on this profile are disabled
CRD#: 5625402
Andrew Martino

Professional summary

Andrew Martino, who also goes by Andrew J Martino, Andrew Joseph Martino, is a registered financial advisor currently at SAVVY located in Westlake Village, California.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Andrew has worked at 7 firms and has passed the Series 63, Series 65, Series 66, Series 7TO, SIE and Series 7 exams.

Biography

I'm Drew Martino, and I bring over 20 years of experience in financial services, specializing in retirement planning, retirement income, investment selection, and custom asset allocation models. My mission is to help clients achieve financial independence and secure their future through comprehensive, personalized financial planning.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andrew J Martino | Andrew Joseph Martino

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 Andrew Martino'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 15, 2024 - Present

SAVVY

RIA
CRD#: 318493
Westlake Village, CA
Past

August 21, 2023 - August 9, 2024

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
WOODLAND HILLS, CA
Past

August 21, 2023 - August 9, 2024

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
WOODLAND HILLS, CA
Past

October 12, 2022 - August 10, 2023

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
SHERMAN OAKS, CA
Past

July 21, 2022 - August 10, 2023

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
SHERMAN OAKS, CA
Past

February 3, 2022 - September 14, 2022

DEW POINT CAPITAL

RIA
CRD#: 305010
Agoura Hills, CA
Past

March 30, 2015 - December 18, 2017

MORGAN STANLEY

RIA
CRD#: 149777
BEVERLY HILLS, CA
Past

March 27, 2015 - December 18, 2017

MORGAN STANLEY

BD
CRD#: 149777
BEVERLY HILLS, CA
Past

November 10, 2010 - March 30, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BEVERLY HILLS, CA
Past

November 9, 2010 - March 30, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BEVERLY HILLS, CA
Past

February 27, 2009 - April 20, 2009

EDWARD JONES

RIA
CRD#: 250
WOODLAND HILLS, CA
Past

February 10, 2009 - April 20, 2009

EDWARD JONES

BD
CRD#: 250
WOODLAND HILLS, CA

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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 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.

Highlighted states indicate IAR registrations

IAR
California
(8/15/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 8/12/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/27/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 2/20/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/11/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/22/2022
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/9/2009
General Securities Representative Examination

Current Firm

SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)
PREMIUM
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Contact information

Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (40 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

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts3,776
AUM (Assets Under Management)$ 1,295,318,161

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

SAVVY

CRD#: 318493Westlake Village, CA

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