Maggie Merideth Martin

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley
  Santa Cruz, CA
• 11/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-05-27 → 2009-06-01
  Morgan Stanley & Co. Llc
  Santa Cruz, CA
• 2002-07-11 → 2007-01-08
  Morgan Stanley Dw Inc.
  Kauai, Lihue, HI
  Honolulu, HI

Exams

• S66 Uniform Combined State Law Examination
  2002-06-27