Victor Martinez

Employer firm

Strategy Asset Managers L.l.c. CRD 109939

$930M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2016 → 11/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Century City, CA
• 04/2016 → 11/2019
  Bank Of America, N.A.
  Century City, CA
• 11/2019 → 01/2024
  Morgan Stanley Smith Barney Llc
  El Segundo, CA
• 11/2019 → 01/2024
  Morgan Stanley Private Bank, N.A
  New York, NY
• 01/2024 → Present
  Strategy Asset Managers, Llc
  Pasadena, CA

Previous Registrations

• 2019-11-01 → 2024-01-02
  Morgan Stanley
  El Segundo, CA
• 2016-04-01 → 2019-11-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  El Segundo, CA
• 2010-04-13 → 2016-04-20
  Morgan Stanley
  New York, NY
  Los Angeles, CA

Other Businesses

383944 - Marstel Senior Homes LLC; Investment related ; Healthcare; Member of LLC (proprietor, partner, officer, director, employee, trustee, agent) ;Oct 2018.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-08
• S63 Uniform Securities Agent State Law Examination
  2010-03-12