MI
MI
Matthew Ives is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 45 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
245 Lytton Avenue, Suite 200, Palo Alto, CA, 94301
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2001Denied
Other Business Activities
Matthew is on the program committee for a charitable giving conference and an advisory board since 2012. He also serves as trustee/co-trustee for two trusts, dedicating minimal time to these activities.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 1997 - April 2007 · 9 yrs 9 mos
Morgan Stanley Dw INC.Broker
April 1980 - April 2007 · 27 yrs
State Registrations22 states
AKAZCACODEFLGAIDMAMDMINCNMNVNYORPATXUTVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.