Matthew Funk, financial advisor New York NY

Matthew Funk

CRD Number: 6809842
Current Firm: Morgan Stanley Investment Management Inc.

Matthew Funk (CRD# 6809842) is an Investment Advisor Representative working at Morgan Stanley Investment Management Inc. in New York, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Distribution, Inc. West Conshohocken, PA Jul 2019 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne, PA Jun 2018 - Jul 2019 1
Bank Of America Merrill Lynch Wayne, PA Jun 2017 - Jun 2018 1
Temple University Philadelphia, PA Aug 2014 - May 2018 3
Archbishop Wood High School Warminster, PA Sep 2010 - Jun 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Matthew A. Funk
Phone Number: 212-761-4000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    490,556
    MILLIONS
  • Total Number of Accounts
    26,817
    ACCOUNTS
  • Average Account Value
    $18,292,740
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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