ME
ME

Matthew Edwards

10 Years of Experience
Atlanta, GA
Broker

Matthew Edwards is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 10 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

3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA, 30305

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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 partner in EEE Ranch, an agricultural business in Athens, Georgia, since 2020. He dedicates minimal time outside of business hours to property management for the ranch.

Employment History
Current Registrations
Morgan Stanley
March 2018 - Present · 8 yrs 2 mos
Morgan StanleyBroker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Morgan Stanley
December 2015 - October 2017 · 1 yr 10 mos
Morgan StanleyBroker
October 2015 - October 2017 · 2 yrs
Wells Fargo Advisors, LLCBroker
July 2011 - April 2012 · 9 mos
State Registrations1 state
GA
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.