MD
MD

Matthew Decapite

25 Years of Experience
Baltimore, MD
1 DisclosureBroker

Matthew Decapite is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, 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

1201 Wills Street, Suite 700, Baltimore, MD, 21231

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History

Regulatory History (1)
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Customer Dispute
April 2017
Denied
Other Business Activities

Matthew works as a pickleball coach/instructor in Baltimore, Maryland. He dedicates minimal time to this recreational activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
April 2009 - June 2009 · 2 mos
Citigroup Global Markets INC.Broker
April 2009 - June 2009 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2001 - April 2009 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2000 - April 2009 · 8 yrs 5 mos
State Registrations24 states
CACOCTDCDEFLIDILINKYMAMDMIMTNCNHNJNYPASCTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

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