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RIA / WealthAdvisor17 years in industry

ANDREW MARTINO

Advisor at SAVVY

Westlake Village, CA | NEW YORK, NY

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Search this name across graphsid dfx:ria:c3b244e4-0de6-8560-5cf0-549dfde03ae8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Feb 27, 2009 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: SAVVY
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 20, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66|S65|S63
First exam: Feb 20, 2009
First registration: Feb 27, 2009
Dual registered: no
Other names: Andrew Joseph martino|ANDREW J MARTINO
IAPD individual key: 5625402

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
Savvy	Independent wealth	Aug 15, 2024	n/a	yes	Westlake Village, CA\|NEW YORK, NY	Current employment
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Aug 21, 2023	Aug 9, 2024	no	WOODLAND HILLS, CA	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Jul 21, 2022	Aug 10, 2023	no	SHERMAN OAKS, CA	Previous registration
DEW POINT CAPITAL	Independent wealth	Feb 3, 2022	Sep 14, 2022	no	Agoura Hills, CA\|LOS ANGELES, CA	Previous registration
MORGAN STANLEY	Wirehouse	Mar 30, 2015	Dec 18, 2017	no	BEVERLY HILLS, CA\|Beverly Hills, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 10, 2010	Mar 30, 2015	no	BEVERLY HILLS, CA\|BEVERLY HILLS, CA\|BEVERLY HILLS, CA	Previous registration
EDWARD JONES	National bd RIA	Feb 27, 2009	Apr 20, 2009	no	WOODLAND HILLS, CA\|ST LOUIS, MO	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
VALIC FINANCIAL ADVISORS, INC.	Savvy	Aug 9, 2024	Aug 15, 2024	6	Firm change	Ibd to RIA
PRUCO SECURITIES, LLC	VALIC FINANCIAL ADVISORS, INC.	Aug 10, 2023	Aug 21, 2023	11	Firm change	Ibd to ibd
DEW POINT CAPITAL	PRUCO SECURITIES, LLC	Sep 14, 2022	Jul 21, 2022	-55	Firm change after gap	RIA to ibd
MORGAN STANLEY	DEW POINT CAPITAL	Dec 18, 2017	Feb 3, 2022	1,508	Firm change after gap	Wirehouse to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	Mar 30, 2015	Mar 30, 2015	0	Firm change	Wirehouse to wirehouse
EDWARD JONES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 20, 2009	Nov 10, 2010	569	Firm change after gap	Ibd to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:149777:CA:2015-03-30	Mar 30, 2015	Mar 30, 2015	BEVERLY HILLS, CA	Firm change

Relationships

Registered with (7)

→ SAVVYRegistered adviserregistration: current employment
Aug 15, 2024 to presentfactForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Aug 21, 2023 to Aug 9, 2024factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Jul 21, 2022 to Aug 10, 2023factForm ADV
→ DEW POINT CAPITALRegistered adviserregistration: previous registration
Feb 3, 2022 to Sep 14, 2022factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 30, 2015 to Dec 18, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 10, 2010 to Mar 30, 2015factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 27, 2009 to Apr 20, 2009factForm ADV

Dated events

Occurred
Aug 9, 2024
Advisor changed firm
Andrew Martino left Valic Financial Advisors, Inc. for Savvy (registered 2024-08-15)
Form ADVobserved 6 days ago
Occurred
Aug 10, 2023
Advisor changed firm
Andrew Martino left Pruco Securities, Llc for Valic Financial Advisors, Inc. (registered 2023-08-21)
Form ADVobserved 6 days ago
Occurred
Sep 14, 2022
Advisor changed firm
Andrew Martino left Dew Point Capital for Pruco Securities, Llc (registered 2022-07-21)
Form ADVobserved 6 days ago