Marc Antony 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

• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 01/2014 → 04/2017
  Gap In Employment: High School
  Los Angeles, CA
• 04/2017 → 05/2021
  L.A. County Parks And Recreation
  Los Angeles, CA
• 05/2021 → 08/2022
  Gap In Employment: College And Grad School
  San Francsico, CA
• 08/2022 → 05/2023
  Usf Koret Center
  San Francisco, CA
• 05/2023 → 10/2024
  Gap In Employment: Job Hunting
  Los Angeles, CA
• 08/2018 → 12/2021
  University Of San Francisco
  San Francisco, CA
• 10/2022 → 05/2023
  Koret Center
  San Francisco, CA
• 11/2024 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-01-04

Other Names

• Marc Martinez