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About this Advisor
Matthew Lord is a certified financial planner based in San Diego, California, who has 10 years of experience as a financial advisor. Lord is currently employed by Morgan Stanley. Throughout their career, Lord has worked at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Lord has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in California. Morgan Stanley is a firm headquartered in San Diego, California. The firm has offices in 702 locations and a total of 26,000 advisors. It administers $735 billion in assets between its 1,724,668 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 283 charities and foundations. Morgan Stanley has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely vary depending on which service is provided. However, fees billed by Morgan Stanley may include any combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Matthew Lord Work History
Matthew has 10 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Matthew Lord has disclosures.
Please visit their SEC profile for more details.