Samuel Martinez

Employer firm

S.mArt Advising Inc CRD 310330

$7.00M regulatory AUM 18 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → 12/2021
  Blu Sky Benefits Dba Blu Sky Coaching, Inc.
  Odessa, FL
• 08/2020 → Present
  S.mArt Advising Inc
  Tampa, FL
• 05/2020 → Present
  S.mArt Advising Inc
  Tampa, FL
• 03/2020 → Present
  The Klingman Group
  Tampa, FL
• 10/2009 → 04/2021
  Blu Sky Insurance Services
  Tampa, FL
• 04/2021 → Present
  S.mArt Advising Inc
  Tampa, FL
• 09/2009 → Present
  Blu Sky Coaching, Inc.
  Tampa, FL
• 09/2023 → Present
  The Exit Strategy Co.
  Tampa, FL
• 10/2025 → Present
  Crescendi Group, Llc
  Miami, FL

Previous Registrations

• 2009-11-16 → 2021-12-31
  Blu Sky Benefits
  Tampa, FL
• 2006-02-03 → 2009-10-19
  Msi Financial Services, Inc.
  Tampa, FL
  Tampa, FL

Other Businesses

The Klingman Group; Tampa, Fl.; Investment Related; Real Estate Agent; Real Estate sales; Approximately 10 hours per month; Approximately 5 hours during security trading hours; Started 03/2020. S.MART ADVISING INC.; INVESTMENT RELATED; FIXED INSURANCE SALES; INSURANCE AGENT; APPROXIMATELY 10 HOURS PER MONTH SPENT;APPROXIMATELY 5 HOURS PER MONTH DURINGSECURITY TRADING HOURS; STARTED 04/2021. Blu Sky Coaching, Inc.; Tampa, FL; Investment Related; Entity for Administrative purposes; principal; No time spent on this activity; Started 09/2009. The Exit Strategy Co.; Tampa, FL; Not Investment Related; Business intermediary/broker; Agent; Approximately 80 hours per month; Approximately 60 hours during security trading hours; Started 09/2023. Methodist United in Prayer; Ponte Verde, FL; Not Investment Related; Fund raising, communication with board members and churches and organizing outreach efforts; Chairperson; Approximately 20 hours per month; Approximately 10 hours during security trading hours; Started 03/2024. Crescendi Group, LLC; Miami, FL; investment related; Managing Member since 10/2025; real estate development; 40 hrs/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-23
• S63 Uniform Securities Agent State Law Examination
  2004-08-06