Mathew Brown is a registered investment advisor at Morgan Stanley, based in Tucson, AZ, with 8 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
7175 North Pima Canyon Drive, Tucson, AZ, 85718
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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 StanleyBroker
April 2025 - Present · 1 yr 1 mo
Morgan Stanley
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Latin Securities INC
December 2024 - May 2025 · 5 mos
Latin Securities INC.Broker
November 2024 - May 2025 · 6 mos
Jefferies LLCBroker
March 2024 - January 2025 · 10 mos
Jefferies Investment Advisers LLC
March 2024 - January 2025 · 10 mos
Morgan Stanley
May 2021 - March 2024 · 2 yrs 10 mos
Morgan StanleyBroker
May 2021 - March 2024 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLC
February 2018 - May 2021 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
October 2017 - May 2021 · 3 yrs 7 mos
State Registrations29 states
AZCACODEFLGAHIILKYLAMAMDMEMTNCNJNMNVNYOHORPRSDTXUTVAWAWIWY
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.