Matthew UrsilloCRD Number: 6166491
Current Firm: Morgan Stanley Investment Management Inc.
Matthew Ursillo (CRD# 6166491) is an Investment Advisor Representative working at Morgan Stanley Investment Management Inc. in New York, NY and has over 4 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Morgan Stanley Investment Management Inc.||New York, NY||Dec 2020 - Current||1|
|Morgan Stanley Distribution, Inc.||New York, NY||Dec 2020 - Current||1|
|Morgan Stanley Smith Barney LLC||New York, NY||Mar 2016 - Dec 2020||4|
|Morgan Stanley Smith Barney LLC||Purchase, NY||Dec 2013 - Mar 2016||2|
|Morgan Stanley Through Custom Staffing Of Westchester||Purchase, NY||Feb 2013 - Dec 2013||< 1|
|Unemployed||Scarsdale, NY||Dec 2012 - Jan 2013||< 1|
|Bloomberg LP||New York, NY||Aug 2012 - Nov 2012||< 1|
|Union College||Schenectady, NY||Sep 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2017|
|S66||NASAA Uniform Combined State Law Examination||Jan 2018|
Total Assets Under Management563,027MILLIONS
Total Number of Accounts20,519ACCOUNTS
Average Account Value$27,439,323
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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