Matthew
Landry

Morgan Stanley

CRD#3122014
Investment Advisor
in New York, NY
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About this Advisor

Matthew Landry is a certified financial planner located in New York, New York. Currently a registered financial advisor with Morgan Stanley, Landry has 14 years of work experience. Landry has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Landry can work with investors based out of Connecticut and Texas. The advisor has gained experience at Morgan Stanley Private Bank, National Association, Merrill Lynch, Pierce, Fenner & Smith Inc and Morgan Stanley. Morgan Stanley is located in New York, New York, and has 702 other brick-and-mortar locations throughout the United States. As a company, Morgan Stanley manages $735 billion in assets across 1,724,668 accounts and retains more than 26,000 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. 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 provides 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

Years of Experience

14 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

55 East 52Nd Street 28Th Floor
New York, NY 10055

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

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

26,000

NY Average: 88
Total Number of Accounts

1,724,668

NY Average: 3,892
Average Account Size

$426,340

NY 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

Matthew Landry Work History

Matthew has 14 years of experience.

2017 - Present (2 years)

Morgan Stanley Private Bank, National Association

2017 - Present (2 years)

Morgan Stanley

2004 - 2017 (13 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Matthew Landry has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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