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About this Advisor
David Martinez is a financial advisor based in Torrance, California, who has been in the financial industry for 11 years. Martinez is on the advisory team at Morgan Stanley. Over the course of their career, Martinez has held roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Martinez has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Oklahoma and Texas. Morgan Stanley is a business headquartered in Torrance, California. It has offices in 702 locations and a total of 26,000 financial advisors. It handles $735 billion in assets between its 1,724,668 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 283 charities and foundations. Morgan Stanley provides a broad range of services, including 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. Fees charged by financial advisors largely vary depending on the type of services. However, fee types charged by Morgan Stanley may include some combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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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
David Martinez Work History
David has 11 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
David Martinez has no disclosures.
Please visit their SEC profile for more details.
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