Nataly 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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-04-23
IL	RA	APPROVED	2019-10-28

TX RA
APPROVED

Since 2020-04-23
IL RA
APPROVED

Since 2019-10-28

Branch Locations

233 South Wacker Drive Suite 8600, Chicago, IL 60606 • United States

Des Plaines, IL • United States

111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • 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

Organization	City	State	From	To
Morgan Stanley	Chicago	IL	08/2019	Present
Fairway Independent Mortgage Company	Naperville	IL	06/2018	08/2019
Onyx Company	Chicago	IL	03/2017	06/2018
Menards	Melrose Park	IL	06/2016	03/2017
Northwestern University	Evanston	IL	08/2015	04/2019

08/2019 → Present

Morgan Stanley

Chicago, IL
06/2018 → 08/2019

Fairway Independent Mortgage Company

Naperville, IL
03/2017 → 06/2018

Onyx Company

Chicago, IL
06/2016 → 03/2017

Menards

Melrose Park, IL
08/2015 → 04/2019

Northwestern University

Evanston, IL

Other Businesses

*441325 - E&N Electric LLC; Investment related -Yes; Des Plaines, Illinois; Construction/Engineering; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 20; Administrative

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-10-28

S66 Uniform Combined State Law Examination

2019-10-28

View on SEC IAPD