Matthew Merrifield is a registered investment advisor at Morgan Stanley, based in Troy, MI, with 7 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
101 West Big Beaver Road, Suite 1200, Troy, MI, 48084
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Regulatory History (1)
Criminal
March 2023Other Business Activities
Matthew is involved with a trust in Beverly Hills, Michigan since 2017. This activity requires minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations25 states
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
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