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Andrew Martino

11 Years of Experience
2 Disclosures
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
100 advisors
Number of Clients
1,207 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Savvy Advisors charges a percentage of the total assets they manage for you. These fees are negotiable and typically range from 0.3% to 1.9% per year, depending on the size and complexity of your account. Fees can be billed either quarterly or monthly, in arrears or in advance. In some cases, fees will be based on a percentage of your net worth, typically ranging between 0.1% and 0.4%. Savvy generally requires a $500,000 minimum account size, but this is negotiable.

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Location

900 Broadway, Unit 202, New York, NY, 10003

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
March 2019
Final
Regulatory
October 2018
Final
Employment History
Current Registrations
Savvy
August 2024 - Present · 1 yr 7 mos
Previous Registrations
VALIC Financial Advisors, INC.
August 2023 - August 2024 · 1 yr
VALIC Financial Advisors, INC.Broker
August 2023 - August 2024 · 1 yr
Pruco Securities, LLC.Broker
October 2022 - August 2023 · 10 mos
Prudential Financial Planning Services
July 2022 - August 2023 · 1 yr 1 mo
Dew Point Capital
February 2022 - September 2022 · 7 mos
Morgan Stanley
March 2015 - December 2017 · 2 yrs 9 mos
Morgan StanleyBroker
March 2015 - December 2017 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - March 2015 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2010 - March 2015 · 4 yrs 4 mos
Edward Jones
February 2009 - April 2009 · 2 mos
Edward JonesBroker
February 2009 - April 2009 · 2 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.