MW
MW
Matthew Wojcik
33 Years of Experience
The Villages, FL
1 DisclosureBroker
Matthew Wojcik is a registered investment advisor at Morgan Stanley, based in The Villages, FL, 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
832 Lake Sumter Landing, The Villages, FL, 32162
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Regulatory History (1)
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Customer Dispute
June 2001Denied
Other Business Activities
Matthew is the sole proprietor/owner of Whoa Joe LLC, a real estate business in The Villages, Florida, since October 2024. He spends a few hours per week on administrative, accounting/bookkeeping, and property management tasks related to this business.
Employment History
Current Registrations
Morgan Stanley
April 2023 - Present · 3 yrs 1 mo
Morgan StanleyBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
May 2002 - June 2023 · 21 yrs 1 mo
UBS Financial Services INC.Broker
March 2001 - June 2023 · 22 yrs 3 mos
Salomon Smith Barney INC.Broker
November 1994 - March 2001 · 6 yrs 4 mos
Dean Witter Reynolds INC.Broker
June 1992 - December 1994 · 2 yrs 6 mos
State Registrations26 states
AZCACTDCDEFLGAIAIDLAMAMDMENCNHNJNMNVNYOHPARISCTXUTVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.