Matthew Sonder is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, 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
14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2015 - Present · 11 yrs 3 mos
Morgan StanleyBroker
June 2015 - Present · 11 yrs 3 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
September 2008 - June 2015 · 6 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
September 2008 - June 2015 · 6 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2002 - September 2008 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2000 - September 2008 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1996 - February 1998 · 1 yr 2 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.