Matthew
Lord

Morgan Stanley

CRD#2293827
Investment Advisor
in San Diego, CA
Are you Matthew Lord? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

101 West Broadway
San Diego, CA 92101

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

CA Average: $7,464,549,021
Total Number of Employees

26,000

CA Average: 88
Total Number of Accounts

1,724,668

CA Average: 3,892
Average Account Size

$426,340

CA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Other

Matthew Lord Work History

Matthew has 10 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Morgan Stanley Smith Barney

2008 - Present (11 years)

Citigroup Global Markets Inc

Disclosures

Matthew Lord has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started