Matthew Schmidt is a registered investment advisor at Morgan Stanley, based in Ormond Beach, FL, with 25 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
285 Clyde Morris Boulevard, Street 100, Ormond Beach, FL, 32174
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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
April 2010 - Present · 16 yrs 1 mo
Morgan Stanley
April 2010 - Present · 16 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2008 - May 2010 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2008 - May 2010 · 1 yr 8 mos
Wachovia Securities, LLCBroker
September 2008 - September 2008 · 0 mos
Wachovia Securities, LLC
September 2008 - September 2008 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2001 - September 2008 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2000 - September 2008 · 7 yrs 10 mos
F.N. Wolf & CO., INC.Broker
June 1988 - July 1988 · 1 mo
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.