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Matthew Bunkowski

19 Years of Experience
Chicago, IL
Broker

Matthew Bunkowski is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 19 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

233 South Wacker Drive, Suite 8600, Chicago, IL, 60606

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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 involved with Wild Birds Unlimited Santa Fe as a board member, employee, investor, and officer, dedicating about 10-20% of his time after business hours. He also serves as a board member for Chaine des Rotisseurs - Santa Fe Bailliage, spending minimal time after business hours on administrative tasks.

Employment History
Current Registrations
Morgan Stanley
September 2012 - Present · 13 yrs 8 mos
Morgan StanleyBroker
August 2012 - Present · 13 yrs 9 mos
Previous Registrations
Jefferies & Company, INC.Broker
December 2000 - January 2007 · 6 yrs 1 mo
State Registrations44 states
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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 Bunkowski - Financial Advisor | TrueAdvisor