Michael 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

• 09/2013 → 10/2017
  Jpmorgan Securities Llc
  Los Angeles, CA
• 09/2013 → 06/2017
  J.P.MOrgan Chase Bank, N.A.
  Los Angeles, CA
• 07/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 07/2017 → 07/2019
  J.P.MOrgan Chase Bank, N.A.
  Culver City, CA
• 10/2019 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Other Businesses

1.For profit or not for profit: For Profit 2.Name of outside business organization: CM Educational Consulting, Inc. 3.Investment related: No 4.Address of business (City and State Only): 600 S Spring St unit 1504 Los Angeles, CA 90014 Changing to 325 W 8th St PH-1110 Los Angeles, CA next week. 5.Nature of business: Consultant / Program Manager for an educational engineering program 6.Position, title, association: Vice President 7.Start date of relationship: 08/12/2016 8.Number of hours devoted: 0 9.Number of hours devoted during trading hours: 0 10.Duties: none 1.For profit or not for profit: For profit 2.Name of outside business organization: Rental Property 3.Investment related: No 4.Address of business (City and State Only): Jacksonville, NC 5.Nature of business: Rental property 6.Position, title, association: Owner 7.Start date of relationship: 10/2018 8.Number of hours devoted: 0 9.Number of hours devoted during trading hours: 0 10.Duties: Rental Property owner

Exams

• S66 Uniform Combined State Law Examination
  2019-11-01
• S63 Uniform Securities Agent State Law Examination
  2013-11-07

Other Names

• Michael Martinez
• Michael C Martinez
• Michael Charles Martinez