MA
MA

Matthew Anthony

12 Years of Experience
Middleton, MA
Broker

Matthew Anthony is a registered investment advisor at Morgan Stanley, based in Middleton, MA, 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

35 Village Road, Suite 601, Middleton, MA, 01949

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History

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.

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Other Business Activities

Matthew is a partner in a real estate business since June 2020, spending minimal time on property management. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
August 2015 - Present · 10 yrs 9 mos
Morgan StanleyBroker
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
August 2013 - June 2015 · 1 yr 10 mos
State Registrations27 states
AZCACOCTDEFLINKYMAMDMEMINCNENHNJNYPARISCTNTXUTVAVTWAWI
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 Anthony - Financial Advisor | TrueAdvisor