Rafael Martinez
CRD Number: 1952672Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Rafael Martinez (CRD# 1952672) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 35 years of experience in the finance industry.
CRD# 5664472
Ajax Capital Advisors, Inc.
CRD# 2711031
Zwj Investment Counsel Inc.
CRD# 5345373
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta, GA | Oct 2019 - Current | 5 |
| J.p. Morgan Chase Bank, Na | Atlanta, GA | Jan 2017 - Oct 2019 | 2 |
| J.p. Morgan Securities LLC | Atlanta, GA | Jun 2014 - Oct 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1989 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1995 |
- GA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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