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Matthew Mcgreevy

28 Years of Experience
Frederick, MD
Broker

Matthew Mcgreevy is a registered investment advisor at Morgan Stanley, based in Frederick, MD, with 28 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

30 West Patrick Street, Suite 700, Frederick, MD, 21701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Matthew is a board member at Hood College since 2018, serving on the Finance Committee, Facilities, and Investment Committee. He dedicates minimal time to general oversight of college operations.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
February 2000 - February 2006 · 6 yrs
Legg Mason Wood Walker, IncorporatedBroker
March 1998 - February 2006 · 7 yrs 11 mos
Dean Witter Reynolds INC.Broker
January 1998 - March 1998 · 2 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAHIILINKYMAMDMEMONCNJNVNYOHOKORPASCTNTXVAVTWV
AdvisorBrokerBoth

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