Julio C Martinez

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 09/1997 → 12/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 11/2019 → 03/2020
  Morgan Stanley
  Chicago, IL
• 01/2019 → 10/2019
  Millemmium Trust Company
  Oak Brook, IL
• 04/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL

Other Businesses

I'm the only Member/Manager of Damaso LLC, which owns a rental property located at 309 N Central Park Chicago, IL 60622. I'm not paid directly from business as all income goes towards covering the on-going expenses for the property.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-21

Other Names

• Martinez Julian
• Julio C Martinez