David Israel 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

• 02/2021 → 10/2022
  Jpmorgan Chase Bank, N.A.
  Denver, CO
• 02/2021 → 10/2022
  J.P. Morgan Securities Llc
  Denver, CO
• 03/2017 → 01/2021
  Wells Fargo Bank, N.A.
  Commerce City, CO
• 05/2015 → 11/2018
  Best Buy
  Aurora, CO
• 08/2015 → 05/2020
  University Of Colorado
  Denver, CO
• 10/2022 → 12/2023
  Morgan Stanley
  Temple Terrace, FL
• 12/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Aurora, CO
• 02/2024 → Present
  Bank Of America, N.A
  Aurora, CO

Previous Registrations

• 2023-02-17 → 2024-01-09
  Morgan Stanley
  Temple Terrace, FL
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-02-17

Other Names

• David Martinez