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AM

Amy T. Marietta

DORSEY WEALTH MANAGEMENT
Torrance, CA 90503
Some features on this profile are disabled
CRD#: 8027339
AM

Professional summary

Amy Tori Marietta, who also goes by Amy Shigeko Uyetake Tori, is a registered financial advisor currently at DORSEY WEALTH MANAGEMENT, LLC located in Torrance, California.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Amy has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amy Shigeko Uyetake Tori

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 name of the other business: self-employed the address of the other business: 3832 Vista Court, La Crescenta, CA 91214 your position, title, or relationship with the other business: Flute instructor the approximate number of hours/month you devote to the other business: 30 hours briefly describe your duties relating to the other business: teach flute lessons whether the business is investment-related: no the nature of the other business: music the start date of your relationship: 09/2005 the number of hours you devote to the other business during securities trading hours: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Tori Marietta'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

February 18, 2025 - Present

DORSEY WEALTH MANAGEMENT, LLC

Office #1: 21250 Hawthorne Blvd., Suite 500, Torrance, CA 90503
RIA
CRD#: 158752
Torrance, CA

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
(2/18/2025)
IAR
Texas
(2/18/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/18/2025
Uniform Investment Adviser Law Examination

Current Firm

DORSEY WEALTH MANAGEMENT, LLC
DORSEY WEALTH MANAGEMENT, LLC
DORSEY WEALTH MANAGEMENT, LLC

CRD#: 158752 / SEC#:

California
Registered Investment Advisory firm - (11/1/2011 Approved)
Texas
Registered Investment Advisory firm - (3/22/2018 Conditional Restricted)
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Contact information

Main Address
21250 Hawthorne Blvd., Suite 500, Torrance, CA 90503
Mailing Address
Phone number
(310) 370-7776
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts140
AUM (Assets Under Management)$ 46,890,413

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

DORSEY WEALTH MANAGEMENT, LLC

DORSEY WEALTH MANAGEMENT, LLC

CRD#: 158752Torrance, CA 90503

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