MN
CFA
MN
CFA

Matthew Narlinger

9 Years of Experience
River Vale, NJ
Broker

Matthew Narlinger is a CFA-designated registered investment advisor at Morgan Stanley, based in River Vale, NJ, with 9 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

River Vale, NJ

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew works as a sports official since 2018, spending a few hours per week outside of business hours. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
March 2024 - Present · 2 yrs 2 mos
Morgan StanleyBroker
March 2024 - Present · 2 yrs 2 mos
Morgan Stanley
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2019 - March 2024 · 4 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
July 2019 - March 2024 · 4 yrs 8 mos
Thrivent Investment Management INC.
June 2018 - July 2019 · 1 yr 1 mo
Thrivent Investment Management INC.Broker
June 2018 - July 2019 · 1 yr 1 mo
Lehman Brothers INC.Broker
December 1995 - October 1997 · 1 yr 10 mos
National Financial Services CorporationBroker
June 1995 - August 1995 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Matthew Narlinger - Financial Advisor | TrueAdvisor