TrueAdvisor
TrueAdvisor
MF
MF

Matthew a Funk

Morgan Stanley Investment Management INC.
7 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Morgan Stanley Investment Management INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
21,920 clients
Average Client Portfolio
$28.2M average
Assets Under Management
$619.2B

Fee Structure

Financial Planning:Investment management only

Location

1585 Broadway, New York, NY, 10036

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan Stanley Investment Management INC.
August 2019 - Present · 6 yrs 6 mos
Morgan Stanley Distribution, INC.Broker
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2018 - July 2019 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2018 - July 2019 · 11 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.