MS
CFP · ChFC
MS
CFP · ChFC
Matthew Secemski is a CFP, ChFC-designated registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 12 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
61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
March 2026 - Present · 2 mos
Morgan StanleyBroker
March 2026 - Present · 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2023 - March 2026 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2023 - March 2026 · 2 yrs 4 mos
Morgan StanleyBroker
September 2020 - November 2023 · 3 yrs 2 mos
Morgan Stanley
September 2020 - November 2023 · 3 yrs 2 mos
Summit Financial, LLC
January 2019 - August 2020 · 1 yr 7 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2018 - September 2020 · 2 yrs
Summit Financial Resources INC
April 2017 - September 2018 · 1 yr 5 mos
Summit Equities INC
June 2014 - December 2018 · 4 yrs 6 mos
Summit Equities, INC.Broker
June 2014 - September 2018 · 4 yrs 3 mos
Northwestern Mutual Investment Services,llc
March 2013 - June 2014 · 1 yr 3 mos
Northwestern Mutual Investment Services, LLCBroker
March 2013 - June 2014 · 1 yr 3 mos
State Registrations27 states
ALAZCACOCTDCDEFLIDILMAMDMEMINCNHNJNYOHPASCTNTXVAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.