Gustavo Martelo, financial advisor Coral Gables FL
90 score

Gustavo Martelo

CRD Number: 5956871
Current Firm: Advice And Planning Services

Gustavo Martelo (CRD# 5956871) is an Investment Advisor Representative working at Advice And Planning Services in Coral Gables, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Coral Gables, FL Nov 2015 - Current 1
Tiaa Coral Gables, FL Nov 2015 - Current 1
Merrill Lynch, Pierce, Fenner, And Smith Miami, FL Jul 2013 - Dec 2015 2
Bank Of America, N.a. Miami, FL Jul 2013 - Dec 2015 2
Suntrust Investment Services Inc. Atlanta, GA May 2012 - Jul 2013 1
Chase Investment Services Corp Miami, FL Jul 2011 - May 2012 < 1
Jpmorgan Chase Bank Miami, FL Nov 2010 - May 2012 1
Carrabbas Italian Grill South Miami, FL Jan 2008 - Nov 2010 2
Florida International University Miami, FL Aug 2008 - Aug 2010 2
Pinecrest Bistro Pinecrest, FL Feb 2007 - Jan 2008 < 1
Berverly Hills Cafe South Miami, FL Aug 2006 - Jan 2008 1
Compusa Miami, FL Apr 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Gustavo L. Martelo
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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