Brandon Martinez-Larragoiti

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

• 05/2010 → 03/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Menlo Park, CA
• 01/2011 → 03/2025
  Bank Of America, N.A.
  Menlo Park, CA
• 03/2025 → Present
  Morgan Stanley Smith Barney Llc
  Menlo Park, CA
• 06/2025 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2010-08-25 → 2025-03-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
  San Mateo, CA
  Palo Alto, CA
  San Mateo, CA
  Palo Alto, CA
  San Mateo, CA

Other Businesses

(1) 638076 - Children Now / Non-Investment Related / Oakland, CA / Non-Profit / Board Member / Start 20-January-2000 / 1 hour devoted monthly / 1 hour during trading / Business Development/Growth / Advocate for children's issues.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-24

Other Names

• Brandon Martinez-Larrogoti