Matthew Someren is a registered investment advisor at Morgan Stanley, based in Melbourne, FL, with 25 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
8150 North Wickham Road, Melbourne, FL, 32940
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Regulatory History (1)
Criminal
February 1998Other Business Activities
Matthew is the sole proprietor/owner of Van Someren Properties, LLC, a real estate business, spending minimal time on it after business hours. He is also a member of Curacau Holdings LLC, another real estate business, dedicating minimal time to it after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations28 states
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
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