MS
MS

Matthew Sinon

22 Years of Experience
Duluth, GA
Broker

Matthew Sinon is a registered investment advisor at Morgan Stanley, based in Duluth, 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
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Location

2160 Satellite Blvd, Suite 150, Duluth, GA, 30097

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is an advisory board member for OCA Georgia, a charitable organization, since 2013. He dedicates minimal time per week to organizing and running a mentorship program focused on Asian Americans.

Employment History
Current Registrations
Morgan Stanley
October 2014 - Present · 11 yrs 7 mos
Morgan StanleyBroker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2010 - October 2014 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2010 - October 2014 · 4 yrs 4 mos
Nylife Securities LLCBroker
June 2003 - January 2010 · 6 yrs 7 mos
Pruco Securities CorporationBroker
July 2002 - January 2003 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Matthew Sinon - Financial Advisor | TrueAdvisor