MP
MP
Matthew Penrod is a registered investment advisor at Morgan Stanley, based in Columbus, OH, with 27 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
4449 Easton Way, Suite 300, Columbus, OH, 43219
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Regulatory History (1)
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Customer Dispute
June 2019Settled
Other Business Activities
Matthew is a partner or owner in multiple real estate LLCs and an investor in LAW Investments Ltd. He dedicates minimal time to these administrative and passive investment activities.
Employment History
Current Registrations
Morgan StanleyBroker
October 2019 - Present · 6 yrs 7 mos
Morgan Stanley
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2007 - October 2019 · 12 yrs 8 mos
UBS Financial Services INC.
February 2007 - October 2019 · 12 yrs 8 mos
Mcdonald Investments INC.
January 2007 - February 2007 · 1 mo
Mcdonald Investments INC.Broker
February 2006 - February 2007 · 1 yr
Legg Mason Wood Walker INC
May 2004 - February 2006 · 1 yr 9 mos
Legg Mason Wood Walker, IncorporatedBroker
May 2004 - February 2006 · 1 yr 9 mos
Wachovia Securities, LLC
May 2003 - May 2004 · 1 yr
Wachovia Securities, LLCBroker
September 1998 - May 2004 · 5 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.