Matthew
Funk
Morgan Stanley Investment Management Inc
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About this Advisor
Matthew Funk is a financial advisor based in New York, New York, working with Morgan Stanley Investment Management Inc. Matthew has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Temple University, Bank Of America Merrill Lynch, and Morgan Stanley Distribution, Inc. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Matthew is part of Morgan Stanley Investment Management Inc, which operates out of New York, New York. The firm has 8 offices and 492 employees. The firm manages assets totaling $535.0 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Morgan Stanley Investment Management Inc includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Investment Management Inc Brokerage Details
$535,031,832,553
492
25,406
$21,059,271
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Matthew Funk Work History
Morgan Stanley Distribution, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America Merrill Lynch
Temple University
Disclosures
Please visit the SEC profile of Matthew Funk 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 Investment Management Inc
New York, NY
Conshohocken, PA
New York, NY
Chicago, IL
New York, NY
New York, NY
New York, NY
New York, NY
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