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Matthew Reinhardt

9 Years of Experience
San Jose, CA
Broker

Matthew Reinhardt is a registered investment advisor at Morgan Stanley, based in San Jose, CA, with 9 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

225 West Santa Clara Street, Suite 900, San Jose, CA, 95113

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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 a manager for Downtown Professional Building LLC, handling property management duties such as collecting rent and paying bills. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Morgan Stanley
July 2025 - Present · 10 mos
Morgan StanleyBroker
July 2025 - Present · 10 mos
Previous Registrations
Focus Partners Wealth, LLC
July 2024 - July 2025 · 1 yr
Buckingham Strategic Wealth, LLC
July 2020 - November 2024 · 4 yrs 4 mos
Rnp Advisory Services, INC.
March 2018 - July 2020 · 2 yrs 4 mos
Securities America, INC.Broker
December 2016 - March 2020 · 3 yrs 3 mos
Rnp Advisory Services, INC.
October 2016 - December 2017 · 1 yr 2 mos
Foothill Securities, INC.Broker
June 2016 - December 2016 · 6 mos
State Registrations8 states
AZCAFLHINCORTNUT
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.