Michelle Maier 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

• 06/2014 → 01/2017
  Morgan Stanley
  San Francisco, CA
• 01/2017 → 11/2019
  Morgan Stanley
  San Francisco, CA
• 12/2019 → 12/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Mateo, CA
• 12/2020 → Present
  Morgan Stanley
  San Francisco, CA

Previous Registrations

• 2019-12-19 → 2020-12-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Mateo, CA
• 2019-05-31 → 2019-12-02
  Morgan Stanley
  San Francisco, CA
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-31
• S63 Uniform Securities Agent State Law Examination
  2013-11-18

Other Names

• Michelle Melinda Maier
• Michelle M Martin