David 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

• 05/2021 → 03/2022
  Regions Bank
  Miami Lakes, FL
• 02/2020 → 04/2021
  Boeing Distributions
  Hialeah, FL
• 07/2018 → 01/2020
  Regions Bank
  Miami Lakes, FL
• 11/2016 → 07/2018
  Ross
  Hialeah Gardens, FL
• 03/2022 → 03/2025
  Tradestation Securities, Inc.
  Plantation, FL
• 06/2016 → 12/2018
  Miami Dade College
  Hialeah, FL
• 01/2019 → 12/2020
  Florida International Univeristy
  Miami, FL
• 03/2025 → Present
  Morgan Stanley
  Miami, FL

Other Businesses

*634424-  All in Two Hands Corp; Investment related-No; Hialeah Gardens, Florida; Construction/Engineering; Assistant/Helper (proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 0; After business hours: 16; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2025-12-19