Lisa
Matthews

Morgan Stanley

CRD#1928059
Investment Advisor
in Boston, MA
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About this Advisor

Lisa Matthews is a certified financial planner and chartered financial consultant whose office is in Boston, Massachusetts. Currently an advisor with Morgan Stanley, Matthews has 11 years of professional experience in the financial advisory industry. Matthews has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Matthews is able to advise clients in New Jersey and Texas. Matthews has gained experience at Morgan Stanley Private Bank, National Association, Winslow, Evans & Crocker, Inc, Winslow Wealth Management, LLC and Morgan Stanley. Morgan Stanley is headquartered in Boston, Massachusetts, and has 702 brick-and-mortar locations across the United States. As a company, Morgan Stanley oversees $735 billion in assets throughout 1,724,668 accounts and employs more than 26,000 people. The firm's total assets under management makes it one of the biggest firms in the nation. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Morgan Stanley offers 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. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

11 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

No

Office Location

High Street Tower 125 High Street
Boston, MA 02110

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

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

26,000

MA Average: 88
Total Number of Accounts

1,724,668

MA Average: 3,892
Average Account Size

$426,340

MA Average: $1,917,921

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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
  • Other

Lisa Matthews Work History

Lisa has 11 years of experience.

2017 - Present (2 years)

Morgan Stanley Private Bank, National Association

2017 - Present (2 years)

Morgan Stanley

2013 - 2017 (4 years)

Winslow Wealth Management, LLC

2007 - 2017 (10 years)

Winslow, Evans & Crocker, Inc

Disclosures

Lisa Matthews has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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