MS
MS
Matthew Sheehan
26 Years of Experience
Menlo Park, CA
1 DisclosureBroker
Matthew Sheehan is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, 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
2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2008Denied
Other Business Activities
Matthew serves on the advisory board for the Catholic Community Foundation, a religious organization, focusing on business development and growth. This activity requires minimal time.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
February 2000 - June 2009 · 9 yrs 4 mos
Citigroup Global Markets INC.Broker
September 1999 - June 2009 · 9 yrs 9 mos
State Registrations44 states
AKALAZCACOCTDCDEFLGAHIIDILINKSKYMAMDMIMNMOMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.