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Aymeric Henri Martinoia

Vie Invest, LLC

Houston, TX

Houston, TX

CRD 5261745

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Employer firm

Vie Invest, LLC CRD 282226

$50.4M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • SOLICITOR/REFERRAL SERVICES AND INVESTMENT CONSULTING SERVICES

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

Current Employers
Vie Invest, Llc

Houston, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-06-13
  • TX RA
    APPROVED
    Since 2016-06-13

Branch Locations

Houston, TX • United States

1818 Bingle Rd Suite 100, Houston, TX 77055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vie Invest, Llc Houston TX 11/2015 Present
Previous Registrations
  • 2013-02-26 → 2016-06-28
    Vere Global Wealth Management
    Collierville, TN
  • 2009-08-18 → 2011-09-09
    Houston, TX
  • 2007-03-15 → 2009-03-30
    Stanford Group Company
    Memphis, TN
    Houston, TX
Other Businesses

Mr. Martinoia is licensed as an insurance agent and offers insurance products for his clients' financial planning, either independently or through MassMutual Financial Group.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-12
  • S66 Uniform Combined State Law Examination
    2007-03-12

View on SEC IAPD

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