Heather Adena Martinez Arnold

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

• 05/2015 → Present
  Morgan Stanley
  Dallas, TX

Previous Registrations

• 2009-01-21 → 2015-04-09
  Barclays Capital Inc.
  Dallas, TX
• 2005-11-03 → 2008-10-15
  Lehman Brothers Inc.
  Dallas, TX
  Dallas, TX
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-02
• S63 Uniform Securities Agent State Law Examination
  1999-04-09

Other Names

• Heather Martinez Denham
• Heather Martinez
• Heather Adena Martinez