MH
MH

Matthew Henning

13 Years of Experience
Indianapolis, IN
1 DisclosureBroker

Matthew Henning is a registered investment advisor at Morgan Stanley, based in Indianapolis, IN, 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

800 East 96th Street, Suite 400, Indianapolis, IN, 46240

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2021
Denied
Employment History
Current Registrations
Morgan Stanley
February 2024 - Present · 2 yrs 5 mos
Morgan StanleyBroker
February 2024 - Present · 2 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2019 - February 2024 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2019 - February 2024 · 4 yrs 4 mos
J.P. Morgan Securities LLCBroker
February 2013 - October 2019 · 6 yrs 8 mos
State Registrations38 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.
Matthew Henning - Financial Advisor | TrueAdvisor