About Martin J. Erzinger
Martin J. Erzinger is a director in private wealth management at Morgan Stanley Smith Barney in Denver. He is dedicated to ultra high net worth individuals, their families and foundations. By providing advice founded on a culture of excellence and driven by global insight, Mr. Erzinger is devoted to helping clients preserve and grow their financial, family and social capital. He brings 30 years of capital markets experience and expertise to the planning, design and implementation of clients’ wealth strategies. He is backed by a deep team of professionals with multiple disciplines. He has served on numerous boards and investment committees and is a current director and trustee on the University of Colorado Foundation Board.
Assets Under Management: $1 billion
Minimum Fee for Initial Meeting: None required
Minimum Net Worth Requirement: $5 million
Largest Client Net Worth: $800 million
Compensation Method for Planning Services:
Asset-based fees and commissions (investment and insurance products)
Primary Custodian for Investor Assets:
Morgan Stanley Smith Barney
Martin J. Erzinger
Morgan Stanley Smith Barney
370 17th Street
Suite 2800
Denver, CO 80202
800.503.2813
martin.j.erzinger@morganstanleypwm.com