AG
Arthur J. Grizzle
MARTELLO RETIREMENT AND WEALTH
VIRGINIA BEACH, VA 23454
Some features on this profile are disabled
CRD#: 5685783
AG
Professional summary
Arthur J Grizzle, who also goes by Artie Grizzle, is a registered financial advisor currently at MARTELLO RETIREMENT AND WEALTH, LLC located in Virginia Beach, Virginia.
Arthur is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Arthur has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Artie Grizzle
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.
ARTHUR J GRIZZLE - CRD 5685783; Name of outside business: Huntington Ingalls Industries; Is the business investment related: No; Location of the business: 2401 West Ave Newport News VA 23607 USA;Description of the business: Huntington Ingalls Industries/Newport News Shipbuilding is the sole designer, builder and refueler of U.S. Navy aircraft carriers.; Position Title: Manager, Investments & Trusts; Responsibilities Duties: Responsible for oversight of the pension plan's alternative investment program.; Start date with business: 2022-08-01; Hours per month devoted to business during trading hours: 160; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 100; Will an IRS form for income earned be received: Yes;
CRS (Client Relationship Summary) - RIA
Click below to view Arthur J Grizzle'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®
NoneExperience
Current
March 28, 2017 - Present
MARTELLO RETIREMENT AND WEALTH, LLC
Office #1: 200 Bendix Rd Suite 170, Virginia Beach, VA 23454RIA
CRD#: 287730
VIRGINIA BEACH, VA
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
Florida(7/13/2022)
IAR
Texas(4/5/2024)
IAR
Virginia(3/28/2017)
Exams
Current Firm
MR
MARTELLO RETIREMENT AND WEALTH, LLC
MARTELLO INVESTMENTS, LLC | MARTELLO RETIREMENT AND WEALTH, LLC
CRD#: 287730 / SEC#:
Florida
Registered Investment Advisory firm - (7/13/2022 Approved)Texas
Registered Investment Advisory firm - (4/5/2024 Conditional Restricted)Virginia
Registered Investment Advisory firm - (3/28/2017 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
200 Bendix Rd Suite 170, Virginia Beach, VA 23454
Mailing Address
Phone number
(757) 664-9400
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 36 |
| AUM (Assets Under Management) | $ 30,084,533 |
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
MARTELLO RETIREMENT AND WEALTH, LLC
CRD#: 287730Virginia Beach, VA 23454TRUST BUT VERIFY
Monitor Arthur Grizzle
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
