RM
RM

Robert Martz

16 Years of Experience
San Francisco, CA
Broker

Robert Martz is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

101 California Street 23rd Floor, San Francisco, CA, 94111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is a sole proprietor/owner of a pet care services business in Mill Valley, California, since January 2023. He spends minimal time on this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
February 2023 - Present · 3 yrs 3 mos
Morgan StanleyBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Equitable Advisors, LLC
March 2020 - January 2023 · 2 yrs 10 mos
Equitable Advisors, LLCBroker
February 2020 - January 2023 · 2 yrs 11 mos
Westhoff, Cone & HolmstedtBroker
August 2009 - January 2020 · 10 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.