MC
MC

Matthew Carroll

6 Years of Experience
West Conshohocken, PA
Broker

Matthew Carroll is a registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, 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

100 Front Street, Suite 600, West Conshohocken, PA, 19428

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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 employee of both JPMorgan Securities and JPMorgan Bank since 2018. As an employee of JPMorgan Bank, he can offer bank products and services, including deposit and credit products.

Employment History
Current Registrations
Morgan Stanley
December 2025 - Present · 7 mos
Morgan StanleyBroker
December 2025 - Present · 7 mos
Previous Registrations
J.P. Morgan Securities LLC
November 2020 - December 2025 · 5 yrs 1 mo
J.P. Morgan Securities LLCBroker
February 2020 - December 2025 · 5 yrs 10 mos
State Registrations38 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.