Andrew
Martino

Pruco Securities, LLC

CRD#5625402
Investment Advisor
in Sherman Oaks, CA

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About this Advisor

Andrew Martino is a financial advisor working out of Sherman Oaks, California who has 1 year of relevant experience. Martino is currently employed by Pruco Securities, LLC. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Morgan Stanley, Morgan Stanley Private Bank, National Association, Advantage Capital Advisors, Lending Place, Self Employed Solicitor, The Prudential Insurance Company Of America and Pruco Securities LLC. Martino has Series 66, Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in California. Pruco Securities, LLC is a financial advisory company based out of Newark, NJ. The investment advisory business has offices in 42 locations and a total of 2,500 people on staff. It handles $14 billion in assets under management across its 106,737 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 106,737 accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets. Pruco Securities, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees largely depend on which services the firm provides the client. Fees billed by Pruco Securities, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 65, Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15303 Ventura Boulevard Suite 1550
Sherman Oaks, CA 91403

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$14,029,321,422

CA Average: $10,121,009,343
Total Number of Employees

2,500

CA Average: 92
Total Number of Accounts

106,737

CA Average: 6,978
Average Account Size

$131,438

CA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Andrew Martino Work History

Andrew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

The Prudential Insurance Company Of America

2022 - Present (2 years)

Pruco Securities LLC

2021 - 2022 (1 year)

Self Employed Solicitor

2019 - 2021 (2 years)

Lending Place

2018 - 2021 (3 years)

Advantage Capital Advisors

2015 - 2018 (3 years)

Morgan Stanley

2015 - 2018 (3 years)

Morgan Stanley Private Bank, National Association

2010 - 2015 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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.

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Douglas Ireland
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James Mashey
Sarver, PA
Larry Grubish
Saint Louis, MO
Lawrence Frydman
Basking Ridge, NJ
Oksana Flaks
Brooklyn, NY
Kevin Shelton
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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