ML
CFP
ML
CFP

Matthew Landry

27 Years of Experience
Westport, CT
Broker

Matthew Landry is a CFP-designated registered investment advisor at Morgan Stanley, based in Westport, CT, 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

500 Post Road East, 3rd Floor, Westport, CT, 06880

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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 involved in multiple real estate ventures, including rental property in New York, real estate in Massachusetts, and Matalie Holdings LLC in Connecticut. These activities require minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
March 2017 - Present · 9 yrs 2 mos
Morgan Stanley
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2004 - March 2017 · 12 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2004 - March 2017 · 12 yrs 6 mos
Alliance Capital Management L P
July 2003 - September 2004 · 1 yr 2 mos
Sanford C. Bernstein & CO., LLCBroker
December 2000 - September 2004 · 3 yrs 9 mos
Sanford C. Bernstein & CO., INC.Broker
June 1999 - December 2000 · 1 yr 6 mos
Fidelity Brokerage Services, INC.Broker
November 1998 - May 1999 · 6 mos
State Registrations44 states
AKALAZCACOCTDCDEFLGAHIIDILLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.