George Matteo is a registered investment advisor at Morgan Stanley, based in Williamsville, NY, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
450 Essjay Road, Suite 100, Williamsville, NY, 14221
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
August 2020 - Present · 5 yrs 9 mos
Morgan Stanley
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
February 2007 - September 2020 · 13 yrs 7 mos
UBS Financial Services INC.Broker
February 2007 - September 2020 · 13 yrs 7 mos
Mcdonald Investments INC.Broker
May 1999 - February 2007 · 7 yrs 9 mos
Mcdonald Investments INC.
May 1999 - February 2007 · 7 yrs 9 mos
Key Investments INC.Broker
January 1993 - May 1999 · 6 yrs 4 mos
Liberty Securities CorporationBroker
October 1990 - January 1993 · 2 yrs 3 mos
Empire National Securities, IncorporatedBroker
September 1983 - October 1990 · 7 yrs 1 mo
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.