Diego Martinez is a registered investment advisor at Morgan Stanley, based in Tempe, AZ, with 9 years of industry experience. Diego 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
58 South River Drive, Tempe, AZ, 85281
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Regulatory History (2)
Financial
January 2017Financial
January 2017Other Business Activities
Diego is the trustee of the Diego Family Trust since 2021, requiring minimal time. He also acts as an agent for his spouse, dedicating minimal time to this activity.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations53 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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