Damien
Martinez

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6873176
Investment Advisor
in Tacoma, WA

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About this Advisor

Damien Martinez is an advisor in Tacoma, Washington. Currently a registered financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, Martinez has nine years of professional experience. Martinez holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Martinez is able to work with clients based out of Washington. Over the course of their career, Martinez has held roles at Lexus Of Tacoma, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Bmw Northwest, Titus Will Hyundai, Fred Meyer, Virgin America and Employment Solutions Plus. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Tacoma, Washington, and operates out of 2,958 other locations in the nation. In total, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $820 billion in assets dispersed across 2,272,151 accounts and retains more than 40,146 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. The firm manages 755,507 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

1201 Pacific Ave
Tacoma, WA 98402

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

WA Average: 88
Total Number of Accounts

2,472,247

WA Average: 3,892
Average Account Size

$322,494

WA 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 pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Damien Martinez Work History

Damien has 9 years of experience.

2018 - Present (2 years)

Bank Of America, N.A

2017 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2014 (< 1 year)

Lexus Of Tacoma

2014 - 2017 (3 years)

Bmw Northwest

2014 - 2014 (< 1 year)

Titus Will Hyundai

2011 - 2014 (3 years)

Virgin America

2010 - 2012 (2 years)

Fred Meyer

2010 - 2012 (2 years)

Employment Solutions Plus

Disclosures

Damien Martinez has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Chandler, AZ
Brendan Ganji
Carmel, CA
Omar Khalil
Visalia, CA
Zachary Stitzer
Santa Monica, CA
Janine Nebbia
White Plains, NY
Damien Martinez
Tacoma, WA
Stephanie Springer
Vero Beach, FL
Matthew Sekera
Walnut Creek, CA

This content was compiled from the SEC and FINRA.

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