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Matthew Motter

34 Years of Experience
Pepper Pike, OH
Broker

Matthew Motter is a registered investment advisor at Morgan Stanley, based in Pepper Pike, OH, with 34 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

31099 Chagrin Boulevard, Pepper Pike, OH, 44124

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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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Other Business Activities

Matthew is a board member of The Bicknell Foundation, a philanthropic organization, since 2013, dedicating minimal time after business hours to oversee investment policy and asset management. He is also a partner in RBMV LLC since 2018, dedicating minimal time after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
May 2005 - June 2009 · 4 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2005 - June 2009 · 4 yrs 1 mo
Morgan Stanley
June 1999 - May 2005 · 5 yrs 11 mos
Morgan Stanley Dw INC.Broker
November 1992 - May 2005 · 12 yrs 6 mos
Oppenheimer & CO., INC.Broker
July 1991 - September 1992 · 1 yr 2 mos
State Registrations38 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Matthew Motter - Financial Advisor | TrueAdvisor