MC
MC

Matthew Cooper

19 Years of Experience
New Haven, CT
Broker

Matthew Cooper is a registered investment advisor at Morgan Stanley, based in New Haven, CT, 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

545 Long Wharf Drive, 7th Floor, New Haven, CT, 06511

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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 involved in several real estate ventures, including 1.130 Hartford Ave, LLC, 2.222 Williams Street, LLC, and 195 S Main LLC, dedicating minimal time outside business hours to each. He also works for the Town of Wethersfield Parks and Recreation as a recreation specialist.

Employment History
Current Registrations
Morgan Stanley
September 2013 - Present · 12 yrs 10 mos
Morgan StanleyBroker
September 2013 - Present · 12 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2007 - February 2013 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2007 - February 2013 · 5 yrs 3 mos
Ameriprise Financial Services, INC.
September 2005 - November 2007 · 2 yrs 2 mos
Ameriprise Financial Services, INC.Broker
September 2005 - November 2007 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.