Olivier Martinez
Olivier Martinez is a CFP-designated registered investment advisor at Morgan Stanley, based in Lawrenceville, NJ, with 12 years of industry experience. Olivier 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
1200 Lenox Drive, Suite 300, Lawrenceville, NJ, 08648
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Regulatory History (1)
Customer Dispute
February 2019Other Business ActivitiesSells Insurance
Olivier is an insurance agent selling insurance through various insurance carriers since 2014. He is also an ambassador for Internations Seattle and chairman of the advisory counsel for SKEMA US Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Waddell & ReedBroker
Waddell & Reed
Farmers Financial Solutions, LLCBroker
State Registrations17 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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