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Matthew Mcdowell is a registered investment advisor at Morgan Stanley, based in Olympia, WA, 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
724 Columbia Street Northwest, Suite 350, Olympia, WA, 98501
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2010Denied
Employment History
Current Registrations
Morgan StanleyBroker
March 2015 - Present · 11 yrs 2 mos
Morgan Stanley
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2011 - March 2015 · 4 yrs 2 mos
Wells Fargo Advisors, LLCBroker
January 2011 - March 2015 · 4 yrs 2 mos
Wells Fargo Investments, LLC
January 2004 - January 2011 · 7 yrs
Wells Fargo Investments, LLCBroker
January 2004 - January 2011 · 7 yrs
State Registrations17 states
AZCAFLGAIDILMAMDMIMOMTNJOHORTNTXWA
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.