MP
CFP
MP
CFP

Matthew Parkin

18 Years of Experience
Greenwood Village, CO
Broker

Matthew Parkin is a CFP-designated registered investment advisor at Morgan Stanley, based in Greenwood Village, CO, with 18 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

5251 DTC Parkway, Suite 1500, Greenwood Village, CO, 80111

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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 owns a rental property in Denver, CO, which he used to live in. He spends about 10-20% of his time on real estate/property management related to this property.

Employment History
Current Registrations
Morgan Stanley
May 2021 - Present · 5 yrs
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Previous Registrations
Charles Schwab & CO., INC.
January 2021 - March 2021 · 2 mos
Charles Schwab & CO., INC.Broker
May 2017 - March 2021 · 3 yrs 10 mos
Schwab Private Client Investment Advisory, INC.
April 2017 - February 2021 · 3 yrs 10 mos
Personal Capital Advisors Corporation
January 2015 - August 2016 · 1 yr 7 mos
Charles Schwab & CO., INC.
May 2008 - October 2014 · 6 yrs 5 mos
Charles Schwab & CO., INC.Broker
May 2008 - October 2014 · 6 yrs 5 mos
Wells Fargo Investments, LLC
October 2006 - May 2008 · 1 yr 7 mos
Wells Fargo Investments, LLCBroker
September 2006 - May 2008 · 1 yr 8 mos
State Registrations6 states
AZCACOFLTXVA
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.