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Matthew Mclaughlin
31 Years of Experience
Middleton, MA
1 DisclosureBroker
Matthew Mclaughlin is a registered investment advisor at Morgan Stanley, based in Middleton, MA, with 31 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
35 Village Road, Suite 601, Middleton, MA, 01949
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Regulatory History (1)
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Customer Dispute
December 2001Denied
Other Business Activities
Matthew serves as a trustee/co-trustee for a trust and holds power of attorney (POA) for another entity. These activities are investment-related and take minimal time.
Employment History
Current Registrations
Morgan Stanley
November 2017 - Present · 8 yrs 6 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2009 - June 2009 · 1 mo
UBS Financial Services INC.
October 2002 - June 2009 · 6 yrs 8 mos
UBS Financial Services INC.Broker
February 1997 - June 2009 · 12 yrs 4 mos
Smith Barney INC.Broker
April 1994 - February 1997 · 2 yrs 10 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.