Amy Tori Marietta
Investment adviser representative at Avise Financial
21 yearsExperience
1 stateRegistered in
$169.4MFirm 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
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Avise FinancialAug 2026 to now
- Avise Financial Cooperative, Inc.Aug 2026 to now
- Self EmployedSep 2005 to now
- Dorsey Wealth ManagementAug 2024 to Aug 2026
- Flutacious,inc.Jan 2010 to Nov 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Avise Financial
Legal name: Avise Financial Cooperative, Inc.
$169.4MAssets managed
170Clients
7Advisers
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
- 8027339
- Firm CRD
- 328790