MG
MG

Matthew Genco

23 Years of Experience
Atlanta, GA
1 DisclosureBroker

Matthew Genco is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 23 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

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

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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 · 15 yrs 2 mos
Morgan StanleyBroker
July 2011 - Present · 15 yrs 3 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 Registrations49 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
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