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Matthew Teems is a registered investment advisor at Morgan Stanley, based in Washington, DC, 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
1775 I Street, North West, Suite 200, Washington, DC, 20006
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Regulatory History (1)
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Customer Dispute
April 2007Denied
Employment History
Current Registrations
Morgan Stanley
May 2013 - Present · 13 yrs
Morgan StanleyBroker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2004 - February 2013 · 8 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2004 - February 2013 · 8 yrs 11 mos
MML Investors Services, INC.
February 2001 - March 2004 · 3 yrs 1 mo
MML Investors Services, INC.Broker
February 1996 - March 2004 · 8 yrs 1 mo
New England SecuritiesBroker
April 1992 - December 1995 · 3 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.