David
Martinez

Morgan Stanley

CRD#2829894
Investment Advisor
in Torrance, CA
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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

Series 63, Series 65

Years of Experience

11 years

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, Others

Disclosures

No

Office Location

21250 Hawthorne Blvd Suite 650
Torrance, CA 90503

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

CA Average: 88
Total Number of Accounts

1,815,592

CA Average: 3,892
Average Account Size

$401,659

CA Average: $1,917,921

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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
  • Other

David Martinez Work History

David has 11 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Morgan Stanley Smith Barney

2007 - Present (12 years)

Morgan Stanley & Co., Inc

Disclosures

David Martinez has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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