Timothy
Martin

Morgan Stanley

CRD#7671155
Investment Advisor
in Gilbert, AZ

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About this Advisor

Timothy Martin is a financial advisor based in Gilbert, Arizona, working with Morgan Stanley. Timothy has previously held positions at Morgan Stanley, Amazon, Rocket Mortgage, Remax Eclipse, Keller Williams Lakeside, Jeff Glover & Associates - Keller Williams Plymouth, Law And Order Svu - Nbc Production, Wetlands, LLC, Blue Bloods - Cbs, Eye Productions, Apostle Productions / Ifc - Benders Tv Show, Paramount - Teenage Mutant Ninja Turtles: Out Of The Shadows, and Elementary, Cbs Productions. Timothy has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Timothy is part of Morgan Stanley, which operates out of Gilbert, Arizona. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

400 East Rivulon Boulevard
Gilbert, AZ 85297

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

AZ Average: $7,464,549,021
Total Number of Employees

29,300

AZ Average: 88
Total Number of Accounts

2,405,783

AZ Average: 3,892
Average Account Size

$582,939

AZ Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Timothy Martin Work History

2023 - Present (1 year)

Morgan Stanley

2022 - 2022 (< 1 year)

Amazon

2022 - 2022 (< 1 year)

Rocket Mortgage

2021 - 2021 (< 1 year)

Remax Eclipse

2019 - 2021 (2 years)

Keller Williams Lakeside

2019 - 2019 (< 1 year)

Keller Williams Lakeside

2018 - 2019 (1 year)

Jeff Glover & Associates - Keller Williams Plymouth

2017 - 2017 (< 1 year)

Elementary , Cbs Productions

2016 - 2016 (< 1 year)

Law And Order Svu - Nbc Production

2016 - 2016 (< 1 year)

Wetlands, LLC

2015 - 2015 (< 1 year)

Apostle Productions / Ifc - Benders Tv Show

2015 - 2015 (< 1 year)

Paramount - Teenage Mutant Ninja Turtles : Out Of The Shadows

2010 - 2016 (6 years)

Blue Bloods - Cbs , Eye Productions

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Timothy Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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