Makenzie K 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

• 09/2024 → Present
  Morgan Stanley
  New York, NY
• 07/2017 → 10/2017
  Be Well Lifestyle
  Birmingham, MI
• 06/2018 → 07/2018
  Ymca Camp Arbutus Hayo-Went-Ha
  Traverse City, MI
• 06/2019 → 08/2019
  Ymca Camp Arbutus Hayo-Went-Ha
  Traverse City, MI
• 05/2021 → 08/2021
  Ymca Camp Arbutus Hayo-Went-Ha
  Traverse City, MI
• 09/2020 → 11/2020
  Lennies Bloomington Brewing Company
  Bloomington, IN
• 05/2020 → 08/2020
  Antrim Dells Golf Course
  Ellsworth, MI
• 06/2022 → 10/2022
  The Morrie/ Afb Hospitality
  Royal Oak, MI
• 06/2023 → 07/2023
  The Morrie/Afb Hospitality
  Royal Oak, MI
• 07/2023 → 09/2023
  220 Merrill/ Elia Group
  Birmingham, MI
• 08/2024 → 01/2025
  220 Merrill/ Elia Group
  Birmingham, MI
• 06/2022 → 06/2022
  Red Run Golf Course
  Royal Oak, MI
• 07/2023 → 07/2023
  O'TOoles
  Royal Oak, MI
• 09/2016 → 06/2017
  Seaholm High School
  Birmingham, MI
• 09/2017 → 06/2018
  Seaholm High School/ Full Time Student
  Birmingham, MI
• 09/2018 → 06/2019
  Seaholm High School
  Birmingham, MI
• 09/2019 → 12/2019
  Borough Of Manhattan Community College/ Full Time Student
  New York, NY
• 03/2020 → 05/2020
  Unemployed
  Birmingham, MI
• 12/2020 → 04/2021
  Unemployed
  Birmingham, MI
• 10/2021 → 06/2022
  Il Centro/ Full Time Student
  Milan
• 10/2022 → 09/2023
  United International Business School/ Full Time Student
  Madrid
• 10/2023 → 09/2024
  United International Business School/ Full Time Student
  Madrid

Exams

• S66 Uniform Combined State Law Examination
  2025-05-23