MH
MH

Matthew Heslin

26 Years of Experience
Garden City, NY
Broker

Matthew Heslin is a registered investment advisor at Morgan Stanley, based in Garden City, NY, with 26 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

1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Matthew owns rental property in Bermuda since 2017, but it does not take any time during or after business hours. He also serves on the Investment Committee for Tomorrow's Hope Foundation, spending minimal time per week on investment decisions and advice.

Employment History
Current Registrations
Morgan Stanley
June 2016 - Present · 10 yrs 1 mo
Morgan StanleyBroker
May 2016 - Present · 10 yrs 2 mos
Previous Registrations
Gelber Securities, LLCBroker
March 2015 - April 2016 · 1 yr 1 mo
Morgan Stanley & CO. LLCBroker
May 2004 - November 2014 · 10 yrs 6 mos
Sanders Morris Harris INC.Broker
July 2000 - November 2000 · 4 mos
Blackford Securities CORP.Broker
June 2000 - July 2000 · 1 mo
Dresdner Kleinwort Benson North America LLCBroker
December 1996 - April 1998 · 1 yr 4 mos
Dresdner Securities (USA) INC.Broker
March 1995 - December 1996 · 1 yr 9 mos
S.G. Warburg & CO. INC.Broker
January 1994 - March 1995 · 1 yr 2 mos
State Registrations44 states
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Exams
No exam information available for this advisor.