Matthew
Marchak
Morgan Stanley
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About this Advisor
Matthew Marchak is a financial advisor operating out of New York, New York, with a total of 1 year of industry experience. Marchak is on the advisory team at Morgan Stanley. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Hollywood Golf Club, Metlife Securities, Lpl Financial, Wells Fargo Advisors Financial Network, LLC, Foresters Advisory Services, Wells Fargo Bank, Na, Michaels, National Securities Corp, The Ayco Company, L.P./Mercer Allied, Monmouth University, Ups, Goldman Sachs & Co. LLC and Morgan Stanley. Marchak maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey and New York. Morgan Stanley is an advisory firm operating out of Purchase, NY. It has offices in 930 locations and a total of 28,000 advisors. It manages $1 trillion in total assets among its 2,233,188 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business provides a diverse range 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. A financial advisor's fee schedules vary depending on the services. Fees charged by Morgan Stanley can include 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 Marchak Work History
Matthew has been registered as a financial advisor for 1 years.*
Morgan Stanley
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
Wells Fargo Bank, Na
Michaels
National Securities Corp
Foresters Advisory Services
Hollywood Golf Club
Ups
Wells Fargo Advisors Financial Network, LLC
Lpl Financial
Merrill Lynch, Pierce, Fenner & Smith Inc
Hollywood Golf Club
Metlife Securities
Hollywood Golf Club
Monmouth University
*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 Marchak 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
Pasadena, CA
Lutherville Timonium, MD
Miami, FL
New Haven, CT
Menlo Park, CA
Atlanta, GA
Jersey City, NJ
Yakima, WA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
