Robert Martino
![]() | CFP®, CRPC® Advanced Financial Advisor |
(631) 574-2970
100 Motor Pkwy
Ste 150 5th Floor
Hauppauge, NY 11788
My Philosophy
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.
Qualifications
- BA - University of Rochester
- Accounting & Finance Certificate Program - Simon School of Business - Rochester NY
- FINRA Series 7 Brokerage License
- NYS Health & Life Insurance License
- FINRA Series 66 - Investment Advisor / Blue Sky Laws License
Community Participation
- Eagle Scout - Boy Scouts of America
- NESA Organizer / Adult Leader - Suffolk County Council BSA
License information
I am licensed and registered to conduct business in NY.
Based on licenses and registrations I hold, I may also conduct certain business in CO, MI, AZ, CA, CT, FL, KY, MA, NJ, NV, OH, TX, VA
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
- Investment Advice
- Income Tax Planning Strategies
- Small Business
- Domestic Partner Planning
- Protection and Insurance
- Estate Planning Strategies
- Charitable Giving
- Saving for Education
- Asset Allocation
- Employee Stock Options
- General Financial Planning


