Matthew Dermer is a registered investment advisor at Morgan Stanley, based in New York, NY, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
New York, NY
Get directionsHistory
Regulatory History
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 →Other Business Activities
Matthew is the Vice-President of 771 West End Ave, Inc., a non-investment related entity, since August 2023. He spends minimal time attending meetings and voting on building operational matters.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Lehman Brothers INC.
Lehman Brothers INC.Broker
J.P. Morgan Securities INC.Broker
Hambrecht & Quist LLCBroker
Oppenheimer & CO., INC.Broker
State Registrations46 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.