Martin J Wollack

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

• 08/2016 → 02/2017
  Bbva Compass
  Ponte Vedra Beach, FL
• 02/2017 → 02/2018
  Della Porta Financial Advisors
  Jacksonville, FL
• 02/2018 → 09/2020
  Essex Financial Services, Inc.
  Essex, CT
• 09/2020 → 12/2021
  Principle Wealth Partners Llc
  Madison, CT
• 01/2022 → Present
  Morgan Stanley
  New Haven, CT

Previous Registrations

• 2020-10-02 → 2022-01-05
  Principle Wealth
  Madison, CT
• 2018-02-21 → 2020-09-30
  Essex Financial Services, Inc.
  Essex, CT
  Essex, CT
  Essex, CT

Exams

• S66 Uniform Combined State Law Examination
  2022-05-18

Other Names

• Martin J. Wollack
• Martin John Wollack
• Martin Wollack