Matthew Bonshak is a CFP-designated registered investment advisor at Morgan Stanley, based in Allentown, PA, with 5 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
515 West Hamilton Street, 7th Floor, Allentown, PA, 18101
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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 Stanley
August 2025 - Present · 9 mos
Morgan StanleyBroker
August 2025 - Present · 9 mos
Previous Registrations
Morgan Stanley
March 2020 - December 2022 · 2 yrs 9 mos
Morgan StanleyBroker
February 2020 - December 2022 · 2 yrs 10 mos
UBS Financial Services INC.
September 2018 - March 2020 · 1 yr 6 mos
UBS Financial Services INC.Broker
June 2018 - March 2020 · 1 yr 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.