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Matthew Lang

13 Years of Experience
West Conshohocken, PA
Broker

Matthew Lang is a registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, with 13 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

100 Front Street, Suite 600, West Conshohocken, PA, 19428

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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 the president of the Philadelphia chapter of the Exit Planning Institute, managing event planning efforts. This takes a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2021 - Present · 5 yrs
Morgan StanleyBroker
July 2021 - Present · 5 yrs
Previous Registrations
UBS Financial Services INC.
March 2013 - July 2021 · 8 yrs 4 mos
UBS Financial Services INC.Broker
March 2013 - July 2021 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2012 - March 2013 · 8 mos
State Registrations34 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.