MS
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Matthew Savard

19 Years of Experience
Houston, TX
Broker

Matthew Savard is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 19 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

717 Texas Avenue, Suite 3050, Houston, TX, 77002

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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 passive cash investor in LJ MAC Investments LLC, a technology company, since January 2022. He is also listed as a manager for Lo Jack Investments LLC, a real estate company, since June 2024, but has no managerial duties.

Employment History
Current Registrations
Morgan Stanley
January 2011 - Present · 15 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2006 - June 2009 · 3 yrs 1 mo
State Registrations36 states
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AdvisorBrokerBoth

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