MC
MC

Matthew Crispin

22 Years of Experience
Indianapolis, IN
Broker

Matthew Crispin is a registered investment advisor at Morgan Stanley, based in Indianapolis, IN, 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

800 East 96th Street, Suite 400, Indianapolis, IN, 46240

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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 a basketball referee for IHSAA since November 2019. He spends about a few hours per week on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
July 2003 - April 2007 · 3 yrs 9 mos
Morgan Stanley
May 2003 - April 2007 · 3 yrs 11 mos
State Registrations35 states
AKALAZCACOCTDCFLGAIAILINKYLAMAMDMIMOMSMTNCNHNJNVNYOHORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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