Matthew Poser is a registered investment advisor at Morgan Stanley, based in Aventura, FL, 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
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180
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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
March 2023 - Present · 3 yrs 2 mos
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Janney Montgomery Scott LLC
January 2020 - March 2023 · 3 yrs 2 mos
Janney Montgomery Scott LLCBroker
January 2020 - March 2023 · 3 yrs 2 mos
Fred Alger & Company, LLCBroker
September 2018 - December 2019 · 1 yr 3 mos
Nylife Distributors LLCBroker
August 2017 - September 2018 · 1 yr 1 mo
State Registrations30 states
AZCACOCTDCFLGAHIILLAMAMDMEMIMTNCNENJNVNYOHPARISCTNTXUTVAWAWV
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.