MP
MP
Matthew Park is a registered investment advisor at Morgan Stanley, based in Cupertino, CA, 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
20400 Stevens Creek Boulevard, Suite 350, Cupertino, CA, 95014
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2017Denied
Other Business Activities
Matthew coaches a boys volleyball team at Leland High School in San Jose, California. This activity takes about 10-20% of his time after business hours.
Employment History
Current Registrations
Morgan Stanley
December 2021 - Present · 4 yrs 7 mos
Morgan StanleyBroker
December 2021 - Present · 4 yrs 7 mos
Previous Registrations
Citigroup Global Markets INC.
September 2008 - December 2021 · 13 yrs 3 mos
Citigroup Global Markets INC.Broker
September 2008 - December 2021 · 13 yrs 3 mos
UBS Financial Services INC.
December 2006 - September 2008 · 1 yr 9 mos
UBS Financial Services INC.Broker
November 2006 - September 2008 · 1 yr 10 mos
State Registrations23 states
AZCACOFLGAHIIDMAMDMIMONJNVNYOHORPATNTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.