Benjamin Martinez

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

• 06/2022 → Present
  Morgan Stanley
  Miami, FL
• 05/2019 → 01/2022
  American Promotional Events, I
  Mechanicsburg, PA
• 06/2018 → 05/2019
  Harrisburg Area Community College
  Harrisburg, PA
• 03/2013 → 05/2018
  Reinfords Dairy
  Mt. Holly Springs, PA
• 06/2016 → 05/2017
  Dhl Supply Chain
  Newville, PA
• 08/2017 → 05/2019
  Harrisburg Area Community College
  Harrisburg, PA
• 08/2019 → 05/2022
  Bucknell University
  Lewisburg, PA
• 08/2012 → 06/2017
  Carlisle Area School District
  Carlisle, PA

Exams

• S66 Uniform Combined State Law Examination
  2022-12-22

Other Names

• Ben Martinez