RM
RM

Rafael Martinez

13 Years of Experience
Houston, TX
Broker

Rafael Martinez is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 13 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

717 Texas Avenue, Suite 3050, Houston, TX, 77002

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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

Rafael is a board member at the Bauer School of Business at the University of Houston, focusing on student and alumni engagement. This activity requires less than 20 hours per month.

Employment History
Current Registrations
Morgan StanleyBroker
October 2025 - Present · 7 mos
Morgan Stanley
October 2025 - Present · 7 mos
Previous Registrations
J.P. Morgan Securities LLC
August 2022 - October 2025 · 3 yrs 2 mos
J.P. Morgan Securities LLCBroker
August 2022 - October 2025 · 3 yrs 2 mos
Charles Schwab & CO., INC.Broker
August 2015 - August 2022 · 7 yrs
Charles Schwab & CO., INC.
August 2015 - August 2022 · 7 yrs
Morgan Stanley
August 2011 - February 2014 · 2 yrs 6 mos
Morgan StanleyBroker
June 2011 - February 2014 · 2 yrs 8 mos
State Registrations3 states
LAMOTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Rafael Martinez - Financial Advisor | TrueAdvisor