Martha Cracolice is a registered investment advisor at Morgan Stanley, based in Salem, OR, with 26 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
4285 Commercial Street South East, Suite 200, Salem, OR, 97302
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Morgan StanleyBroker
August 2014 - Present · 12 yrs 1 mo
Morgan Stanley
August 2014 - Present · 12 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
January 2013 - July 2014 · 1 yr 6 mos
Wells Fargo Advisors, LLCBroker
January 2013 - July 2014 · 1 yr 6 mos
Morgan StanleyBroker
June 2009 - February 2013 · 3 yrs 8 mos
Morgan Stanley
June 2009 - February 2013 · 3 yrs 8 mos
Citigroup Global Markets INC.
March 2007 - June 2009 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
May 2001 - June 2009 · 8 yrs 1 mo
U.S. Bancorp Investments, INC.Broker
August 1999 - February 2001 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.