Joseph Benjamin Martinez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Bank of America, NAApr 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to now
- UnemployedJan 2022 to Mar 2022
- TD AmeritradeAug 2020 to Nov 2021
- UnemployedMay 2020 to Aug 2020
- TD AmeritradeSep 2019 to May 2020
- Mclane Company Inc.Jun 2019 to Aug 2019
- Belfor Property RestorationJun 2017 to May 2019
- UnemployedMay 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7168685
- Firm CRD
- 7691