Matthew Marchak is a registered investment advisor at Morgan Stanley, based in Austin, TX, with 9 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
301 Congress Avenue, Suite 1400, Austin, TX, 78701
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Regulatory History (1)
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Financial
September 2018Final
Employment History
Current Registrations
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
January 2021 - August 2022 · 1 yr 7 mos
Goldman Sachs Ayco Personal Financial Management
January 2020 - August 2022 · 2 yrs 7 mos
Mercer Allied Company, L.P.Broker
January 2020 - January 2021 · 1 yr
Wells Fargo Clearing Services, LLC
January 2019 - November 2019 · 10 mos
Wells Fargo Clearing Services, LLCBroker
January 2019 - November 2019 · 10 mos
National Asset Management, INC.
June 2018 - December 2018 · 6 mos
National Securities CorporationBroker
May 2018 - December 2018 · 7 mos
Foresters Advisory Services, LLC
May 2017 - May 2017 · 0 mos
Foresters Financial Services, INC.Broker
April 2017 - May 2017 · 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
May 2016 - November 2016 · 6 mos
LPL Financial LLCBroker
December 2015 - May 2016 · 5 mos
Metlife Securities INC.Broker
November 2014 - November 2015 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2014 - July 2014 · 2 mos
State Registrations44 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.