Andrew
Martino
Savvy
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About this Advisor
Andrew Martino is a financial advisor based in Calabasas, California, working with Savvy. Andrew has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Advantage Capital Advisors, Lending Place, Self Employed Solicitor, The Prudential Insurance Company Of America, Pruco Securities LLC, Valic Financial Advisors, Inc, Agia, and Savvy. Andrew has passed the Series 66, Series 65, and Series 63 regulatory exams and is registered to provide services in California. Currently, Andrew is part of Savvy, which operates out of Calabasas, California. The firm has 39 offices and 60 employees. Savvy manages assets totaling $1.3 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Savvy includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Savvy Brokerage Details
$1,295,318,161
60
3,776
$343,040
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Andrew Martino Work History
Savvy
Valic Financial Advisors, Inc
Agia
The Prudential Insurance Company Of America
Pruco Securities LLC
Self Employed Solicitor
Lending Place
Advantage Capital Advisors
Morgan Stanley
Morgan Stanley Private Bank, National Association
Disclosures
Please visit the SEC profile of Andrew Martino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Savvy
Edgewood, KY
New York, NY
New York, NY
New York, NY
Calabasas, CA
New York, NY
Brooklyn, NY
Georgetown, TX
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