Manuel Joseph Martinho

CRD 4102586 · Morgan Stanley · Charlotte, NC

IA RegisteredBroker

Also appears in the source record as: Manny Martinho

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63SIESeries 7Series 6
Registered states (11): Arizona · California · Florida · Idaho · Nebraska · Nevada · New Jersey · North Carolina · Pennsylvania · Utah · Wisconsin
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 4102586 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (7)

From the source registration record · current first

Morgan StanleyCurrent
Charlotte, NC · IA capacity

Feb 11, 2021 → present
Unionbanc Investment Services, LLC
IA capacity

Aug 17, 2006 → Feb 22, 2021
Unionbanc Investment Services, LLC
BD capacity

Apr 18, 2006 → Feb 22, 2021
Wm Financial Services, Inc.
BD capacity

May 3, 2001 → Mar 31, 2006
The Variable Annuity Marketing Company
BD capacity

Mar 20, 2000 → Mar 5, 2001
American General Financial Advisors, Inc.
BD capacity

Mar 20, 2000 → Mar 5, 2001
National Planning Corporation
BD capacity

Jan 13, 2000 → Feb 29, 2000

Source & corrections

Where this page comes from

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