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RIA / WealthAdvisorCertified Financial Planner23 years in industry

SHALINA Renee MARTOS

Advisor at MARTOS WEALTH MANAGEMENT

BELLEVUE, WA

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Search this name across graphsid dfx:ria:38bbcdc8-481f-27fd-e1f8-0257a2796fe8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 30, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MARTOS WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 12, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jul 12, 2003
First registration: Oct 30, 2007
Dual registered: no
Other names: SHALINA R MARTOS|SHALINA RENEE MARTOS|SHALINA MARTOS
IAPD individual key: 4616725

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MARTOS WEALTH MANAGEMENT	State registered	Jan 22, 2025	n/a	yes	BELLEVUE, WA	Current employment
PERSONAL INVESTMENT MANAGEMENT INC	Former SEC adviser	Apr 22, 2019	Mar 19, 2025	no	REDMOND, WA	Previous registration
AVIER WEALTH ADVISORS	Independent wealth	Mar 21, 2016	Apr 12, 2019	no	Bellevue, WA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 12, 2014	Nov 19, 2014	no	BOTHELL, WA\|BOTHELL, WA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 13, 2009	Jul 18, 2014	no	Lynnwood, WA\|Redmond, WA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 30, 2007	Jan 10, 2009	no	TACOMA, WA\|TACOMA, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PERSONAL INVESTMENT MANAGEMENT INC	MARTOS WEALTH MANAGEMENT	Mar 19, 2025	Jan 22, 2025	-56	Firm change after gap	RIA to state RIA
AVIER WEALTH ADVISORS	PERSONAL INVESTMENT MANAGEMENT INC	Apr 12, 2019	Apr 22, 2019	10	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	AVIER WEALTH ADVISORS	Nov 19, 2014	Mar 21, 2016	488	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 18, 2014	Aug 12, 2014	25	Firm change	Ibd to wirehouse
CITIGROUP GLOBAL MARKETS INC.	CHARLES SCHWAB & CO., INC.	Jan 10, 2009	Jan 13, 2009	3	Firm change	Other

Relationships

Registered with (6)

→ MARTOS WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jan 22, 2025 to presentfactForm ADV
→ PERSONAL INVESTMENT MANAGEMENT INCRegistered adviserregistration: previous registration
Apr 22, 2019 to Mar 19, 2025factForm ADV
→ AVIER WEALTH ADVISORSRegistered adviserregistration: previous registration
Mar 21, 2016 to Apr 12, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 12, 2014 to Nov 19, 2014factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 13, 2009 to Jul 18, 2014factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Oct 30, 2007 to Jan 10, 2009factForm ADV

Dated events

Occurred
Mar 19, 2025
Advisor changed firm
Shalina Renee Martos left Personal Investment Management Inc for Martos Wealth Management (registered 2025-01-22)
Form ADVobserved 4 days ago