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Matthew Barker

22 Years of Experience
Palo Alto, CA
Broker

Matthew Barker is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, 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

1400 Page Mill Road, Palo Alto, CA, 94304

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Matthew is a partner at Reef Hunters, LLC, involved in investment/finance/banking and real estate since 2018. He spends minimal time after business hours on administrative tasks, accounting, investment decisions, check signing, and property management.

Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
February 2014 - Present · 12 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLC
October 2007 - March 2014 · 6 yrs 5 mos
Wells Fargo Advisors, LLCBroker
October 2007 - March 2014 · 6 yrs 5 mos
Bancwest Investment Services, INC.Broker
October 2006 - October 2007 · 1 yr
Bancwest Investment Services, INC.
October 2006 - October 2007 · 1 yr
Investors Capital Advisory
June 2005 - October 2006 · 1 yr 4 mos
Investors Capital CORP.Broker
September 2003 - October 2006 · 3 yrs 1 mo
Empire Financial Group, INC.Broker
September 2003 - September 2003 · 0 mos
State Registrations35 states
AZCACOCTDEFLHIIAILINMAMDMIMNMOMTNCNDNHNJNVNYOHORPARISDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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