Amy Marietta has been an investment adviser representative at Avise Financial Cooperative since August 2026, and is not listed among the firm’s executive officers or direct owners. Amy Marietta holds a Bachelor's degree from Eastman School of Music, University of Rochester and a Master's degree from Manhattan School of Music.
Avise Financial Cooperative, Inc. is a Los Angeles, CA firm with $169M under management, 170 clients and 6 advisers across 7 offices, as of its June 2026 filing.
Amy Marietta is Financial Planner of Thesis Financial Planning. She worked for 20 years as a classical flutist before moving into financial planning, and is a member of the Los Angeles Chapter of the Financial Planning Association. She focuses on helping women and families attain financial security and well-being.
Amy Marietta’s longest registration was 1 year at Dorsey Wealth Management, LLC (2025–2026). Before joining Avise Financial Cooperative in 2026, Amy Marietta was registered through Dorsey Wealth Management, LLC.
- Avise FinancialCurrent– present · under a yearTorrance, CA · Adviser representative · Firm CRD 328790
- Dorsey Wealth Management, LLC– · 1 yearTorrance, CA · Adviser representative · Firm CRD 158752
Professional designations
Listed by Avise Financial Cooperative
- CFP®
Investment adviser representative registrations
Amy Marietta is registered as an investment adviser representative in California, since August 2026.
- CaliforniaSince 17 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 February 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Amy Tori Marietta
- CRD
- 8027339
- Firm
- Avise Financial Cooperative · CRD 328790
- Office
- Torrance, CA
- Registration
- Investment adviser registration
- In the industry since
- March 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thesisfinancial.com
Where does Amy Marietta work?
Amy Marietta is an investment adviser representative registered through Avise Financial Cooperative, Inc. since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Amy Marietta a financial advisor?
Yes. Amy Marietta has a current investment-adviser registration in California, through Avise Financial Cooperative since August 2026.
How many years of experience does Amy Marietta have?
Amy Marietta has 1 year in the financial industry, since March 2025, across 2 adviser firms.
What exams has Amy Marietta passed?
Amy Marietta passed the Series 65 in February 2025.
Where did Amy Marietta work before Avise Financial Cooperative?
Before Avise Financial Cooperative, Amy Marietta was registered through Dorsey Wealth Management, LLC, February 2025 to August 2026.
Where is Amy Marietta based?
Amy Marietta’s registered office is in Torrance, CA.
Is Amy Marietta registered with FINRA?
No. Amy Marietta has no current broker registration.
Is Amy Marietta a CFP?
Avise Financial Cooperative lists Amy Marietta with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Amy Marietta’s record?
Search CRD 8027339 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Marietta’s full registration record.
