MG
MG

Matthew Groff

25 Years of Experience
Camp Hill, PA
1 DisclosureBroker

Matthew Groff is a registered investment advisor at Morgan Stanley, based in Camp Hill, PA, 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

214 Senate Avenue, Camp Hill, PA, 17011

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History

Regulatory History (1)
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Customer Dispute
January 2008
Settled
Other Business Activities

Matthew is a partner at HCJ LLC involved in agriculture, dedicating minimal time outside business hours. He also owns a racing stable, spending about 10-20% of his time on administrative and business development tasks. Additionally, Matthew owns Bluegrass Properties LLC, a real estate investing company, spending a few hours per week.

Employment History
Current Registrations
Morgan Stanley
August 2023 - Present · 2 yrs 9 mos
Morgan StanleyBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2011 - August 2023 · 12 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2011 - August 2023 · 12 yrs 1 mo
Morgan Stanley Smith Barney LLC
February 2011 - August 2011 · 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2011 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
March 2004 - June 2009 · 5 yrs 3 mos
Morgan Stanley Dw INC.Broker
November 2000 - March 2004 · 3 yrs 4 mos
State Registrations28 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.