Matthew Zepeda is a registered investment advisor at Morgan Stanley, based in Santa Cruz, CA, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
6004 La Madrona Drive, Santa Cruz, CA, 95060
Get directionsHistory
Regulatory History
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 →Other Business Activities
Matthew is an ambassador for CRBN Pickleball, a recreation and retail/online store, since March 2024. He spends minimal time on this activity after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations43 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.