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Alexander Oreste Di Martino

Keenan Financial

Boston, MA

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Current Employers
Keenan Financial

7 Bulfinch Place Suite 302, Boston, MA 02114 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-08-27
  • MA RA
    APPROVED
    Since 2024-08-27

Branch Locations

7 Bulfinch Place Suite 302, Boston, MA 02114 • 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
Keenan Financial Boston MA 08/2024 Present
Wake Forest University Winston-Salem NC 08/2020 05/2024
Usa Hockey Boston MA 06/2019 08/2020
Xaverian Brothers High School Westwood MA 08/2014 06/2020
Keenan Financial Insurance Agency Services Llc Boston MA 07/2024 Present
  • 08/2024 → Present
    Boston, MA
  • 08/2020 → 05/2024
    Wake Forest University
    Winston-Salem, NC
  • 06/2019 → 08/2020
    Usa Hockey
    Boston, MA
  • 08/2014 → 06/2020
    Xaverian Brothers High School
    Westwood, MA
  • 07/2024 → Present
    Keenan Financial Insurance Agency Services Llc
    Boston, MA
Other Businesses

The principal business of Alexander Di Martino is that of an investment adviser representative and provider of financial planning services. Alexander Di Martino is also an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Keenan Financial always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Keenan Financial in connection with such individual's activities outside of Keenan Financial. Alexander Di Martino spends approximately five hours per month on this activity, none during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-09
  • S65 Uniform Investment Adviser Law Examination
    2024-08-09
Other Names
  • Alexander Di Martino

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