Samuel Martinez, financial advisor Tampa FL

Samuel Martinez

CRD Number: 4708934
Current Firm: S.mart Advising Inc.

Samuel Martinez (CRD# 4708934) is an Investment Advisor Representative working at S.mart Advising Inc. in Tampa, FL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
S.mart Advising Inc. Tampa, FL Aug 2020 - Current 3
S.mart Advising Inc. Tampa, FL May 2020 - Current 3
The Klingman Group Tampa, FL Mar 2020 - Current 4
Blu Sky Benefits Dba Blu Sky Coaching, Inc. Odessa, FL Nov 2009 - Current 14
Blu Sky Insurance Services Tampa, FL Oct 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Samuel Martinez
Phone Number: 813-438-6515
Firm Website: http://smartadvising.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $223,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL

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