Matthew
Ruffalo

Morgan Stanley

CRD#4811555
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Matthew Ruffalo is a financial advisor who works in Pittsburgh, Pennsylvania, who has been in the industry for 13 years. Ruffalo is an advisor for Morgan Stanley. They have spent their complete career at Morgan Stanley. Ruffalo maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Pennsylvania and Texas. Morgan Stanley is an advisory firm that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in 732 locations and a total of 26,500 advisors. It has $1 trillion in assets across its 2,129,899 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 6,380 charities and foundations. Of its 2,129,899 client accounts, just 1% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a number of services, including 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. Financial management fee schedules typically are based on which services the firm provides the client. Fee types billed by Morgan Stanley likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 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

1 Ppg Place Suite1300
Pittsburgh, PA 15222

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,311,934,806,306

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

26,500

PA Average: 88
Total Number of Accounts

2,129,899

PA Average: 3,892
Average Account Size

$615,961

PA 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 Ruffalo Work History

Matthew has 13 years of experience.

2009 - Present (14 years)

Morgan Stanley

Disclosures

Matthew Ruffalo has no disclosures.

Please visit their SEC profile for more details.

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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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.

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