Makenzie K Martin

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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

10 years in the industry.

1. Morgan StanleySep 2024 to now
2. 220 Merrill/ Elia GroupAug 2024 to Jan 2025
3. United International Business School/ Full Time StudentOct 2023 to Sep 2024
4. 220 Merrill/ Elia GroupJul 2023 to Sep 2023
5. O'toolesJul 2023 to Jul 2023
6. The Morrie/afb HospitalityJun 2023 to Jul 2023
7. United International Business School/ Full Time StudentOct 2022 to Sep 2023
8. The Morrie/ Afb HospitalityJun 2022 to Oct 2022
9. Red Run Golf CourseJun 2022 to Jun 2022
10. Il Centro/ Full Time StudentOct 2021 to Jun 2022
11. Ymca Camp Arbutus Hayo-went-haMay 2021 to Aug 2021
12. UnemployedDec 2020 to Apr 2021
13. Lennies Bloomington Brewing CompanySep 2020 to Nov 2020
14. Antrim Dells Golf CourseMay 2020 to Aug 2020
15. UnemployedMar 2020 to May 2020
16. Borough of Manhattan Community College/ Full Time StudentSep 2019 to Dec 2019
17. Ymca Camp Arbutus Hayo-went-haJun 2019 to Aug 2019
18. Seaholm High SchoolSep 2018 to Jun 2019
19. Ymca Camp Arbutus Hayo-went-haJun 2018 to Jul 2018
20. Seaholm High School/ Full Time StudentSep 2017 to Jun 2018
21. Be Well LifestyleJul 2017 to Oct 2017
22. Seaholm High SchoolSep 2016 to Jun 2017

Exams passed

• Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (NY).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

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

7974755

Firm CRD

149777