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Martino Mezza

Investment adviser representative at Innovative Asset Advisors Group
13 yearsExperience
1 stateRegistered in
$297.9MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Innovative Asset Advisors GroupNov 2025 to now
  2. Financial Strategies Investment Advisor, Inc.Jan 2015 to now
  3. Financial Strategies Investment Advisor ServicesFeb 2013 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2001
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (CT).

Innovative Asset Advisors Group

Legal name: Innovative Asset Advisors Group, LLC

$297.9MAssets managed
373Clients
12Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2768165
Firm CRD
336773
Advisor's SEC record (opens in a new tab)
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