Matthew Barrus is a registered investment advisor at Morgan Stanley, based in Sandy, UT, with 26 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
200 West Civic Center Drive, Sandy, UT, 84070
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Regulatory History (1)
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Customer Dispute
October 2017Closed-No Action
Other Business Activities
Matthew serves as a power of attorney in Sandy, Utah, since 2012. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 3 yrs
Morgan Stanley
March 2023 - Present · 3 yrs 6 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 6 mos
Previous Registrations
E*trade Capital Management, LLC
April 2009 - September 2023 · 14 yrs 5 mos
E*trade Securities LLCBroker
January 2006 - September 2023 · 17 yrs 8 mos
Harrisdirect LLC
March 2002 - December 2005 · 3 yrs 9 mos
Harrisdirect LLCBroker
August 2000 - December 2005 · 5 yrs 4 mos
Morgan Stanley Dean Witter Online INC.Broker
May 1999 - July 2000 · 1 yr 2 mos
Fidelity Brokerage Services, INC.Broker
February 1999 - May 1999 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.