MG
MG
Matthew Gimmelli
29 Years of Experience
Scottsdale, AZ
1 DisclosureBroker
Matthew Gimmelli is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, with 29 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
14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2009Denied
Employment History
Current Registrations
Morgan Stanley
January 2016 - Present · 10 yrs 4 mos
Morgan StanleyBroker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
September 2010 - January 2016 · 5 yrs 4 mos
UBS Financial Services INC.Broker
May 2009 - January 2016 · 6 yrs 8 mos
Citigroup Global Markets INC.Broker
August 2004 - May 2009 · 4 yrs 9 mos
Vanguard Marketing CorporationBroker
December 1996 - August 2004 · 7 yrs 8 mos
Fortis Investors, INC.Broker
May 1996 - October 1996 · 5 mos
State Registrations38 states
AKARAZCACOCTDCDEFLHIIAIDILINKSKYMAMDMIMNMONCNJNMNVNYOHOKORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.