Rochelle Martin

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

• 02/2019 → 09/2021
  Jpmorgan Securities Llc
  Nyack, NY
• 02/2019 → 09/2021
  J.PMorgan Chase Bank N A
  Nyack, NY
• 11/2017 → 02/2019
  M&T Bank, N.A.
  West Milford, NJ
• 04/2017 → 11/2017
  M&T Bank, N.A.
  Ramsey, NJ
• 07/2013 → 04/2017
  Town Sports International
  Nanuet, NY
• 06/2018 → 11/2018
  Pfs Investments Inc.
  Lodi, NJ
• 09/2020 → 11/2020
  Executive Delivery, Inc.
  Mahwah, NJ
• 09/2021 → Present
  Morgan Stanley Smith Barney Llc
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-08-26
• S63 Uniform Securities Agent State Law Examination
  2019-04-24

Other Names

• Rochelle Martin Suttle
• Rochelle Y Suttle
• Rochelle Martin
• Rochelle Y Martin Suttle
• Rochelle Suttle
• Rochelle Yolanda Suttle
• Rochelle Yolanda Martin
• Rochelle Yolanda Martin Suttle