Andrew Martino
Investment adviser representative at Savvy
11 yearsExperience
1 stateRegistered in
$5BFirm assets
4 yearsFirm 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
- Seminars and workshops
Experience
11 years in the industry.
- SavvyAug 2024 to now
- AgiaAug 2023 to Aug 2024
- Valic Financial Advisors, Inc.Aug 2023 to Aug 2024
- Pruco Securities LLCJul 2022 to Jul 2023
- The Prudential Insurance Company of AmericaJul 2022 to Jul 2023
- Self Employed SolicitorNov 2021 to Jul 2022
- Lending PlaceFeb 2019 to Oct 2021
- Advantage Capital AdvisorsJan 2018 to Aug 2022
- Morgan Stanley Private Bank, National AssociationMay 2015 to Jan 2018
- Morgan StanleyMar 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 yearsIn 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
- 5625402
- Firm CRD
- 318493