MH
MH

Matthew Harris

24 Years of Experience
Cincinnati, OH
Broker

Matthew Harris is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 24 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

7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236

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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 the owner of L211 LLC, and provides general business advice through H2M2 LLC, spending minimal time on each. He also works as an assistant coach for Indian Hill Schools, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Morgan Stanley
June 2016 - Present · 9 yrs 11 mos
Morgan StanleyBroker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Clarksons Platou Securities, INC.Broker
April 2015 - September 2015 · 5 mos
D/b/a Clarksons Platou SecuritiesBroker
September 2014 - September 2015 · 1 yr
Janney Montgomery Scott LLCBroker
January 2012 - September 2014 · 2 yrs 8 mos
Madison Williams and CompanyBroker
May 2010 - November 2011 · 1 yr 6 mos
Tuohy Brothers Investment Research, INC.Broker
November 2008 - May 2010 · 1 yr 6 mos
Friedman, Billings, Ramsey & CO., INC.Broker
July 2006 - October 2008 · 2 yrs 3 mos
Morgan Stanley & CO., IncorporatedBroker
June 2000 - June 2006 · 6 yrs
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.