Christian Luis Martinez
Investment adviser representative at Morgan Stanley
13 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Morgan StanleyApr 2023 to now
- Morgan Stanley Smith Barney LLCApr 2023 to now
- First Republic Investment Management, Inc.Oct 2022 to Apr 2023
- First Republic Securities Company, LLCOct 2022 to Apr 2023
- Bank of America, N.A.Jul 2017 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Oct 2022
- UBS Financial Services Inc.Nov 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4458152
- Firm CRD
- 149777