MS
MS

Matthew Shalhoob

25 Years of Experience
Omaha, NE
Broker

Matthew Shalhoob is a registered investment advisor at Morgan Stanley, based in Omaha, NE, with 25 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

13625 California Street, Suite 400, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is involved in several outside business activities, including Kapital Asset Management Investment LLC, Captain Agnew LLC, Shalbro LLC, Shalkota Oil Company LLC, and Pineway Asset Management LLC. These activities involve holding investments, farm ground, selling beef jerky, investing in oil and gas, and real estate, requiring minimal time commitment overall.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
December 2006 - June 2009 · 2 yrs 6 mos
Citigroup Global Markets INC.Broker
October 2006 - June 2009 · 2 yrs 8 mos
Edward JonesBroker
August 2000 - October 2006 · 6 yrs 2 mos
State Registrations48 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth

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