Rafael Martinez
Rafael Martinez is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Atlanta, GA, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
3455 Peachtree Rd Ne, Pbig - Atlanta Pw, Atlanta, GA, 30326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Rafael is a board member of the Shady Valley Home Owners Association since January 2025. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
Barclays Capital INC.
Barclays Capital INC.Broker
Bsp Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Credit Suisse Securities (USA) LLC
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Credit Suisse Securities (USA) LLCBroker
Ifg Network Securities, INC.Broker
Ing Barings LLCBroker
Credit Suisse First Boston CorporationBroker
Fsi Financial CorporationBroker
Lehman Government Securities INC.Broker
Lehman Special Securities INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.