Martin Martorana

Current Employers

Employment History

• 08/2010 → 04/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westlake Village, CA
• 04/2019 → 10/2019
  International Assets Advisory, Llc
  Calabasas, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA
• 03/2022 → Present
  Fidelity Investments
  Houston, TX
• 04/2018 → 12/2018
  Dfpg Investments, Inc.
  Calabasas, CA
• 04/2018 → 11/2019
  American Financial Network Advisory Services, Llc
  Calabasas, CA
• 09/2020 → 02/2022
  Wealthsource Partners, Llc
  Westlake Village, CA
• 12/2019 → 08/2020
  Unemployed
  Westlake Village, CA

Previous Registrations

• 2022-09-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Houston, TX
• 2021-05-04 → 2022-02-04
  Wealthsource®
  Westlake Village, CA
• 2018-05-01 → 2019-11-22
  American Financial Network Advisory Services, Llc
  Los Angeles, CA
• 2009-10-23 → 2018-04-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westlake Village, CA
  Westlake Village, CA
  Westlake Village, CA
  Oxnard, CA
  San Luis Obispo, CA
  Beverly Hills, CA
  Los Angeles, CA
  Encino, CA
  Los Angeles, CA
  Los Angeles, CA
  Santa Monica, CA
  Los Angeles, CA
  El Segundo, CA
• 2007-08-17 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Los Angeles, CA
• 2006-02-08 → 2006-12-04
  Td Ameritrade, Inc.
  Beverly Hills, CA
• 2000-01-12 → 2005-03-07
  Strategic Advisers Llc
  Torrance, CA

Other Businesses

OBA-125729|OrgNmn:Martorana Air Service LLC|Org Addr:Spring,Texas,US|OBA Nature:Flight Instruction|Invst Rel:N|Title:Sole Proprietor|Duties:Potential, future flight instruction. I have not been involved in any flight instruction activity since the LLC was established. |StrtDt:12-20-19|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-09-06
• S65 Uniform Investment Adviser Law Examination
  1999-12-21

Other Names

• Martin William Martorana
• Martin Martorana