MM
MM

Matthew Marcantonio

7 Years of Experience
Providence, RI
Broker

Matthew Marcantonio is a registered investment advisor at Morgan Stanley, based in Providence, RI, with 7 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
Loading...

Location

One Financial Plaza, 19th Floor, Providence, RI, 02903

Get directions

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.

Learn about disclosures →
Other Business Activities

Matthew owns and manages a rental property in North Providence, Rhode Island since 2021. This investment-related activity requires a few hours per week outside of business hours for property management.

Employment History
Current Registrations
Morgan Stanley
October 2018 - Present · 7 yrs 7 mos
Morgan StanleyBroker
August 2018 - Present · 7 yrs 9 mos
State Registrations44 states
AKARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCSDTNTXUTVAVTWAWIWY
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.