Martin Calvert
Martin Calvert is a registered investment advisor at Morgan Stanley, based in Silverdale, WA, with 36 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2011 North West Myhre Road, Suite 301, Silverdale, WA, 98383
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2010Customer Dispute
December 2008Other Business Activities
Martin serves on the board of directors for Montana Ambassadors, attending periodic board meetings to discuss events and fundraising. This activity requires minimal time commitment.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
RBC Dain Rauscher INC.Broker
RBC Dain Rauscher INC.
Dain Rauscher IncorporatedBroker
State Registrations24 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.
Exams
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