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Andrew Martino

Investment Adviser Representative at SAVVY

Westlake Village, CACRD #5625402Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
1 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andrew Martino has worked in the securities industry since 2014. They have passed the Series 66, 65, 63, and 7 examinations. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/12/2022
Series 65
Uniform Investment Adviser Law Examination
Passed 11/27/2021
Series 66
Uniform Combined State Law Examination
Passed 2/20/2009
Series 7
General Securities Representative Examination
Passed 10/11/2022
SIE
Securities Industry Essentials Examination
Passed 9/22/2022
Series 7
General Securities Representative Examination
Passed 2/9/2009

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Savvy Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SAVVYCurrent
8/15/2024Westlake Village, CA
VALIC FINANCIAL ADVISORS, INC.
8/21/20238/9/2024Woodland Hills, CA
PRUDENTIAL FINANCIAL PLANNING SERVICES
7/21/20228/10/2023Sherman Oaks, CA
DEW POINT CAPITAL
2/3/20229/14/2022Agoura Hills, CA
MORGAN STANLEY
3/30/201512/18/2017Beverly Hills, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
11/10/20103/30/2015Beverly Hills, CA
EDWARD JONES
2/27/20094/20/2009Woodland Hills, CA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Martino has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Andrew Martino - Financial Advisor in Westlake Village, CA | AdvisorFinder