MA
MA

Matthew Anderson

21 Years of Experience
Wichita, KS
7 DisclosuresBroker

Matthew Anderson is a registered investment advisor at Morgan Stanley, based in Wichita, KS, with 21 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

1617 North Waterfront Parkway, Suite 200, Wichita, KS, 67206

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2012
Settled
Customer Dispute
August 2011
Settled
Customer Dispute
March 2011
Settled
Customer Dispute
December 2010
Settled
Customer Dispute
August 2010
Settled
Customer Dispute
January 2010
Settled
Customer Dispute
November 2009
Settled
Other Business Activities

Matthew co-owns Mastin Investments LLC, a real estate rental property, and is a board member for Valley Center schools. He is also a partner in Boogers Baithole LLC and Delta Juliet Sierra LLC, both real estate ventures, and the sole proprietor of Hornet Capital LLC, another real estate business.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
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
July 2004 - April 2007 · 2 yrs 9 mos
Morgan Stanley Dw INC.Broker
June 2004 - April 2007 · 2 yrs 10 mos
State Registrations34 states
ALARAZCACOCTDCFLGAHIILINKSMAMDMIMNMOMTNCNMNVNYOHOKORPARISCSDTNTXVAWA
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.