MG
MG

Matthew Genco

22 Years of Experience
Atlanta, GA
1 DisclosureBroker

Matthew Genco is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 22 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
Loading...

Location

3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA, 30305

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2020
Settled
Employment History
Current Registrations
Morgan Stanley
August 2011 - Present · 14 yrs 9 mos
Morgan StanleyBroker
July 2011 - Present · 14 yrs 10 mos
Previous Registrations
Bb&t Investment Services, INC.
May 2006 - July 2011 · 5 yrs 2 mos
Bb&t Investment Services, INC.Broker
April 2006 - July 2011 · 5 yrs 3 mos
Wachovia Securities, LLCBroker
April 2005 - February 2006 · 10 mos
Oppenheimer & CO. INC.Broker
January 2003 - June 2004 · 1 yr 5 mos
Cibc World Markets CORP.Broker
October 2002 - January 2003 · 3 mos
American Express Financial Advisors INC.Broker
August 2001 - January 2002 · 5 mos
Ids Life Insurance CompanyBroker
August 2001 - January 2002 · 5 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
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.