MT
MT

Matthew Turner

6 Years of Experience
Bainbridge Island, WA
Broker

Matthew Turner is a registered investment advisor at Morgan Stanley, based in Bainbridge Island, WA, with 6 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

400 Winslow Way East, Suite 200, Bainbridge Island, WA, 98110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Matthew is an officer for the Bainbridge Crest HOA, spending minimal time per month approving bills. He is also a sole proprietor/owner of Bainbridge Learning Resources LLC, a consulting business in the education sector, dedicating minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
February 2024 - Present · 2 yrs 5 mos
Morgan StanleyBroker
February 2024 - Present · 2 yrs 5 mos
Previous Registrations
RBC Capital Markets, LLC
December 2022 - March 2024 · 1 yr 3 mos
RBC Capital Markets, LLCBroker
November 2021 - March 2024 · 2 yrs 4 mos
Cetera Investment Services LLCBroker
August 2017 - December 2019 · 2 yrs 4 mos
State Registrations43 states
AKARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMTNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.