Matthew
Roeser
Morgan Stanley
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About this Advisor
Matthew Roeser is a financial advisor based in Chicago, Illinois with 4 years of industry experience. Roeser works at Morgan Stanley. Over the course of their career, they have held roles at New Trier High School, Indiana University Bloomington, Morgan Stanley, Nuveen Securities, LLC, Michael Page and Morgan Stanley Private Bank, N.A. Roeser has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Illinois and Texas. Morgan Stanley is a company based in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 employees. It handles $1 trillion in assets among its 2,233,188 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm 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. Financial advisory fees depend on which service is provided. However, fee types charged by Morgan Stanley likely consist of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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 Roeser Work History
Matthew has been registered as a financial advisor for 4 years.*
Morgan Stanley Private Bank, N.A
Morgan Stanley
Nuveen Securities, LLC
Michael Page
Nuveen Securities, LLC
Morgan Stanley
Indiana University Bloomington
New Trier High School
*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 Roeser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Oak Brook, IL
New York, NY
Oakland, CA
Garden City, NY
Walnut Creek, CA
Baltimore, MD
Pueblo, CO
Blue Bell, PA
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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