Betty Martin is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 10 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
200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131
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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
March 2021 - Present · 5 yrs 2 mos
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Citigroup Global Markets INC.
March 2020 - March 2021 · 1 yr
Citigroup Global Markets INC.Broker
March 2020 - March 2021 · 1 yr
Wells Fargo Clearing Services, LLC
January 2017 - February 2020 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
December 2016 - February 2020 · 3 yrs 2 mos
Suntrust Advisory Services LLC
October 2016 - November 2016 · 1 mo
Suntrust Investment Services, INC.
March 2016 - November 2016 · 8 mos
Suntrust Investment Services, INC.Broker
August 2015 - November 2016 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.