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Matthew Maddox

21 Years of Experience
Alpharetta, GA
Broker

Matthew Maddox is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, 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

3 Edison Drive, Alpharetta, GA, 30005

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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 officer at Maddox Photography since 2018, dedicating a few hours per week to taking, editing, and providing photos to clients. He also owns rental real estate property since 2013, spending minimal time on administrative tasks.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
E*trade Capital Management, LLC
April 2009 - September 2023 · 14 yrs 5 mos
E*trade Securities LLCBroker
July 2004 - September 2023 · 19 yrs 2 mos
State Registrations1 state
GA
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.