MG
MG
Matthew Giresi is a registered investment advisor at Morgan Stanley, based in Bradenton, FL, 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
1401 Manatee Avenue West, Suite 1110, Bradenton, FL, 34205
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2012Settled
Criminal
February 2004Final Disposition
Employment History
Current Registrations
Morgan Stanley
April 2012 - Present · 14 yrs 1 mo
Morgan StanleyBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
December 2008 - February 2012 · 3 yrs 2 mos
Wells Fargo Advisors, LLCBroker
January 2008 - February 2012 · 4 yrs 1 mo
Fifth Third Securities, INC.Broker
March 2006 - December 2007 · 1 yr 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.