Matthew Zaft is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 28 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1775 I Street, North West, Suite 200, Washington, DC, 20006
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2005Customer Dispute
May 2005Customer Dispute
June 2002Other Business Activities
Matthew is the president of the Baltimore Phi Kappa Psi Alumni Association and a board member of The Great Talk. He also chairs the town pool committee for the Town of Somerset, dedicating minimal time to each activity.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations37 states
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
More Advisors
- Sean Baker, CFPMorgan Stanley
- Carl WojcikMorgan Stanley
- John LytleMorgan Stanley
- John ReimMorgan Stanley
- Stephen D'antuonoMorgan Stanley
- Edward Dahl, CFPMorgan Stanley