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Matthew Mckenzie
10 Years of Experience
Newtown Square, PA
1 DisclosureBroker
Matthew Mckenzie is a registered investment advisor at Morgan Stanley, based in Newtown Square, PA, with 10 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
3803 West Chester Pike, Suite 200, Newtown Square, PA, 19073
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2024Settled
Employment History
Current Registrations
Morgan Stanley
October 2018 - Present · 7 yrs 9 mos
Morgan StanleyBroker
September 2018 - Present · 7 yrs 10 mos
Previous Registrations
John Nuveen & CO., IncorporatedBroker
June 1992 - August 1995 · 3 yrs 2 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.