Matt Kuerzi is a registered investment advisor at Morgan Stanley, based in Louisville, KY, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4969 US Highway 42, Suite 1200, Louisville, KY, 40222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matt serves on the Investment Committee for Ursuline Society and Academy of Education, a charitable non-profit organization, since August 2023. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations29 states
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