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Matthew Merrifield
6 Years of Experience
Beverly Hills, MI
1 DisclosureBroker
Matthew Merrifield is a registered investment advisor at Morgan Stanley, based in Beverly Hills, MI, 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
Beverly Hills, MI
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Regulatory History (1)
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Criminal
March 2023Final Disposition
Other 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
August 2019 - Present · 7 yrs 1 mo
Morgan Stanley
July 2019 - Present · 7 yrs 2 mos
Morgan StanleyBroker
July 2019 - Present · 7 yrs 2 mos
State Registrations25 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.