Allison L Martinez Martinez

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

• 01/2025 → Present
  Morgan Stanley
  Miami, FL
• 06/2024 → 01/2025
  Banco Santander International
  Miami, FL
• 05/2023 → 06/2024
  Banco Santander International
  Miami, FL
• 05/2022 → 03/2024
  Banco Santander International
  Miami, FL
• 01/2022 → 05/2022
  Vice City Bean
  Miami, FL
• 05/2021 → 10/2021
  Paolo Fontanot Bakery & Cafe
  Miami, FL
• 03/2021 → 05/2021
  Miu's Tea
  Miami Beach, FL
• 10/2021 → 08/2023
  Florida International University
  Miami, FL
• 08/2019 → 05/2021
  Miami Dade College
  Miami, FL
• 01/2015 → 05/2019
  Hialeah Senior High School And Other High Schools
  Hialeah, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-06-16

Other Names

• Allison Liliana Martinez Martinez
• Allison Martinez