MC
MC
Matthew Carrara is a registered investment advisor at Morgan Stanley, based in Stamford, CT, with 33 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
4 Landmark Square, 2nd Floor, Stamford, CT, 06901
Get directionsHistory
Regulatory History (2)
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Regulatory
October 1994Final
Regulatory
April 1991Final
Other Business Activities
Matthew owns a commercial building through Lil Anna Inc. He also serves as a building and zoning commissioner for Jupiter Inlet Colony, Florida, spending minimal time reviewing building plans and codes.
Employment History
Current Registrations
Morgan StanleyBroker
October 2012 - Present · 13 yrs 7 mos
Morgan Stanley
October 2012 - Present · 13 yrs 7 mos
Morgan Stanley
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Southridge Wealth Management LLC
April 2009 - November 2010 · 1 yr 7 mos
Southridge Investment Group LLCBroker
October 2008 - October 2010 · 2 yrs
Southridge Investment Group LLCBroker
March 2007 - April 2007 · 1 mo
Deutsche Bank Securities INC.Broker
April 1998 - March 2005 · 6 yrs 11 mos
Natwest Securities CorporationBroker
September 1997 - March 1998 · 6 mos
Morgan Stanley & CO., IncorporatedBroker
August 1986 - January 1997 · 10 yrs 5 mos
State Registrations37 states
ALAZCACOCTDCDEFLGAHIILINKYMAMDMEMIMNNCNHNJNMNVNYOHOKORPARISCTXUTVAVTWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.