Matthew
Teems

Morgan Stanley

CRD#2229577
Investment Advisor
in Washington, DC

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About this Advisor

Matthew Teems is a financial advisor based out of Washington, District Of Columbia who has 10 years of industry experience. Teems is an advisor for Morgan Stanley. During their career, Teems has held roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Teems has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in District Of Columbia and Texas. Morgan Stanley is a registered investment business that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 advisors. It manages $1 trillion in assets among its 2,233,188 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets. The business offers a number of services, such as 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 for financial management are based on the services offered. Fees charged by Morgan Stanley may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

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

Office Location

1775 I Street, North West Suite 200
Washington, DC 20006

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

DC Average: 88
Total Number of Accounts

2,233,188

DC Average: 3,892
Average Account Size

$530,659

DC Average: $1,917,921

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 Teems Work History

Matthew has been registered as a financial advisor for 10 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, N.A

2013 - Present (11 years)

Morgan Stanley Smith Barney LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Teems to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Charles Doering
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Janelle Williams
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Calvin Mason
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William Dilodovico
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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