As seen in
Boston Five Star award winner

PROFESSIONAL PROFILE

Martin Parquette

Executive Director
Morgan Stanley
28 State St.
Boston, MA 2109
Office: 617-589-3248
martin.parquette@morganstanley.com
www.morganstanleyfa.com/theparquettegroup/

Professional Approach

About Me
 

Martin joined Morgan Stanley in 2007 and brings more than 25 years of experience in the Financial Service Industry to The Parquette Wealth Management Group at Morgan Stanley. Before joining Morgan Stanley, he worked for Legg Mason and Dean Witter. He received a BS in History and Soviet Foreign Policy from the University of Massachusetts Boston and is Series 7, 8, 63 and 65 licensed, while also holding his Insurance License. Martin received his Senior Portfolio Manager designation in 2013. He is also a Financial Advisor Development Coach which allows him to mentor Financial Advisors new to the firm and the financial industry. In December of 2014, Martin received Morgan Stanley’s renowned designation of Family Wealth Director. This designation helps provide clients with a truly differentiated, luxury experience, competitive with the family office alternative. Leveraging the already expansive resources of Morgan Stanley, value-added services and products assure the luxury experience for clients, and differentiated experience as we access resources across Morgan Stanley. This designation provides more knowledge, competence and experience serving high-net-worth clients putting Martin in a position to effectively leverage the resources of Morgan Stanley on clients’ behalf. He earned his CPM designation at Columbia University in 2019.

 

BM/Supervisor; Securities Agent: AL, AZ, CA, CO, CT, FL, GA, MA, MD, ME, MI, MS, MT, NC, NH, NJ, NY, OK, PA, RI, SC, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative

NMLS#: 1446195

This award was issued on 02/01/23 by Five Star Professional (FSP) for the time period 05/23/22 through 01/06/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,923 Boston-area wealth managers were considered for the award; 578 (15% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 4090, 513, 13%, 2/1/22, 5/24/21 - 11/19/21; 2021: 4069, 480, 12%, 2/1/21, 5/25/20 - 11/30/20; 2020: 3580, 463, 13%, 2/1/20, 4/1/19 - 12/13/19; 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11.
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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.