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
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
Clovis Martin Work History
Clovis has 19 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Wells Fargo Advisors LLC
Wells Fargo Investments, LLC
Clovis Martin has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Newtown Square, PA
Newport Beach, CA
Newport Beach, CA