Matthew Williams (CRD# 7090613) is an Investment Advisor Representative working at Morgan Stanley in Greenwood Village, CO and has over 5 years of experience in the finance industry.
CRD# 2265858
Charles Schwab & Company, Inc.
CRD# 2178385
Abboud Financial Planning, Inc.
CRD# 2520368
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Greenwood Village, CO | Aug 2021 - Current | 3 |
| Morgan Stanley Private Bank, N.a | New York, NY | Aug 2021 - Current | 3 |
| Edward Jones | St. Louis, MO | Apr 2019 - Aug 2021 | 2 |
| Mlw Consulting, Inc. | Centennial, CO | Jan 2018 - Apr 2019 | 1 |
| Hayman Company | Southfield, MI | Jan 2017 - Oct 2017 | < 1 |
| Mlw Consulting, Inc. | Centennial, CO | Jan 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- CO
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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