Clovis
Martin

Morgan Stanley

CRD#2186436
Investment Advisor
in Albuquerque, NM

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About this Advisor

Clovis Martin is a financial advisor based in Albuquerque, New Mexico, who has been in the industry for 19 years. Martin is an advisor for Morgan Stanley. The advisor has gained experience at Wells Fargo Investments, LLC, Wells Fargo Advisors LLC, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Martin holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Mexico and Texas. Morgan Stanley is an advisory business that has its headquarters in Albuquerque, New Mexico. It has offices in 726 locations and a total of 25,600 financial advisors. It controls $904 billion in assets among its 1,863,328 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 313 charities and foundations. Of its 1,863,328 customer accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm performs a diverse array of services, such as 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. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fees billed by Morgan Stanley can be comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

19 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

Yes

Office Location

6565 America'S Parkway Ne Ste 400
Albuquerque, NM 87110

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

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

25,600

NM Average: 88
Total Number of Accounts

1,863,328

NM Average: 3,892
Average Account Size

$485,315

NM 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

Clovis Martin Work History

Clovis has 19 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, National Association

2012 - Present (9 years)

Morgan Stanley Smith Barney

2011 - 2012 (1 year)

Wells Fargo Advisors LLC

2001 - 2011 (10 years)

Wells Fargo Investments, LLC

Disclosures

Clovis Martin has disclosures.

Please visit their SEC profile for more details.

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Kayonnoh Cooper
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Colin Roesler
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Scarlett Alfonzo
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This content was compiled from the SEC and FINRA.

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