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Rafael Martinez

Morgan Stanley

Houston, TX

CRD 5908160

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-15
  • TX RA
    APPROVED
    Since 2025-10-15

Branch Locations

845 Texas Avenue, Houston, TX 77002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Houston TX 07/2015 07/2022
Charles Schwab Bank Houston TX 07/2015 07/2022
J.P. Morgan Chase Bank, N.A. Houston TX 07/2022 10/2025
J.P. Morgan Securities Llc Houston TX 07/2022 10/2025
Morgan Stanley Smith Barney Llc Houston TX 10/2025 Present
Morgan Stanley Private Bank, N.A New York NY 12/2025 Present
  • 07/2015 → 07/2022
    Charles Schwab & Co., Inc.
    Houston, TX
  • 07/2015 → 07/2022
    Charles Schwab Bank
    Houston, TX
  • 07/2022 → 10/2025
    J.P. Morgan Chase Bank, N.A.
    Houston, TX
  • 07/2022 → 10/2025
    J.P. Morgan Securities Llc
    Houston, TX
  • 10/2025 → Present
    Morgan Stanley Smith Barney Llc
    Houston, TX
  • 12/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-01
  • S66 Uniform Combined State Law Examination
    2011-08-01
Other Names
  • Rafael Martinez Quevedo
  • Rafa Martinez

View on SEC IAPD

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