MS
MS

Matthew Stotler

29 Years of Experience
Denver, CO
Broker

Matthew Stotler is a registered investment advisor at Morgan Stanley, based in Denver, CO, 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

1550 Market Street, Suite 600, Denver, CO, 80202

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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 co-owns rental property in Cathedral City, CA, dedicating minimal time monthly. He also works for Colorado Rapids Youth Soccer Club and Colorado Soccer Association of Referees, spending a few hours per week on each activity.

Employment History
Current Registrations
Morgan StanleyBroker
October 2016 - Present · 9 yrs 7 mos
Morgan Stanley
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - August 2016 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - August 2016 · 6 yrs 10 mos
Banc of America Investment Services, INC.
June 2009 - October 2009 · 4 mos
Banc of America Investment Services, INC.Broker
July 1999 - October 2009 · 10 yrs 3 mos
Ba Investment Services, INC.Broker
December 1996 - July 1999 · 2 yrs 7 mos
State Registrations3 states
COKSNM
AdvisorBrokerBoth

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