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Andres Eduardo Martinez Fernandez

Morgan Stanley

Miami, FL

CRD 7503342

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-03
FL RA APPROVED 2022-09-13
  • TX RA
    APPROVED
    Since 2022-10-03
  • FL RA
    APPROVED
    Since 2022-09-13

Branch Locations

200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Auto Taller Monaco Maracaibo 05/2016 11/2017
Unemployed Orlando FL 11/2017 08/2018
Schlumberger Midland TX 08/2018 11/2019
Universal Engineering Science Miami FL 02/2020 08/2021
Bucher & Christian Consulting Inc. Miami FL 08/2021 01/2022
Citigroup Miami FL 01/2022 08/2022
Morgan Stanley Smith Barney Llc Miami FL 08/2022 Present
  • 05/2016 → 11/2017
    Auto Taller Monaco
    Maracaibo
  • 11/2017 → 08/2018
    Unemployed
    Orlando, FL
  • 08/2018 → 11/2019
    Schlumberger
    Midland, TX
  • 02/2020 → 08/2021
    Universal Engineering Science
    Miami, FL
  • 08/2021 → 01/2022
    Bucher & Christian Consulting Inc.
    Miami, FL
  • 01/2022 → 08/2022
    Citigroup
    Miami, FL
  • 08/2022 → Present
    Morgan Stanley Smith Barney Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-21
  • S66 Uniform Combined State Law Examination
    2022-04-21
Other Names
  • Andres Martinez
  • Andres Eduardo Martinez Fernandez
  • Andres Eduardo Martinez

View on SEC IAPD

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