David Israel Martinez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Bank of America, N.AFeb 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2023 to now
- Morgan StanleyOct 2022 to Dec 2023
- J.P. Morgan Securities LLCFeb 2021 to Oct 2022
- JPMorgan Chase Bank, N.A.Feb 2021 to Oct 2022
- Wells Fargo Bank, N.A.Mar 2017 to Jan 2021
- University of ColoradoAug 2015 to May 2020
- Best BuyMay 2015 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7336873
- Firm CRD
- 7691