MS
MS

Matthew Scoletti

18 Years of Experience
Pueblo, CO
Broker

Matthew Scoletti is a registered investment advisor at Morgan Stanley, based in Pueblo, 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

115 E Riverwalk, Pueblo, CO, 81003

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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 an independent contractor for Myogenix, a fitness supplement company, and the owner of SDC Nutrition, where he does social media marketing. He is also the sole owner of Livin The Dream, which encompasses healthy living, real estate, investments, public speaking, selling books, coaching, online courses, consulting, and marketing; this takes a few hours per week.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
October 2007 - June 2009 · 1 yr 8 mos
State Registrations39 states
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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.