Matthew
Scheffler
Morgan Stanley
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About this Advisor
Matthew Scheffler is a financial advisor based in Columbus, Ohio, working with Morgan Stanley. Matthew has previously held positions at J.P. Morgan Institutional Investments Inc, Jpmorgan Investment Management Inc, Jpmorgan Securities LLC, Morgan Stanley, and E*Trade Securities, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Florida, Ohio, and Texas. Currently, Matthew is part of Morgan Stanley, which operates out of Columbus, Ohio. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
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 Scheffler Work History
Morgan Stanley
E*Trade Securities, LLC
Morgan Stanley
Jpmorgan Securities LLC
J.P. Morgan Institutional Investments Inc
Jpmorgan Investment Management Inc
Disclosures
Please visit the SEC profile of Matthew Scheffler 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
Baltimore, MD
Miami, FL
Gilbert, AZ
Tampa, FL
Cupertino, CA
Carlsbad, CA
Purchase, NY
New York, NY
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