Martha Goodman is a registered investment advisor at Morgan Stanley, based in Barrington, IL, 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
760 West Main Street, Barrington, IL, 60010
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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 2024 - Present · 1 yr 9 mos
Morgan Stanley
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2020 - October 2023 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2020 - October 2023 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLC
October 2016 - June 2020 · 3 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
October 2016 - June 2020 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2014 - October 2016 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2014 - October 2016 · 2 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.