Matthew Ewin, financial advisor Omaha NE
93 score

Matthew Ewin

CRD Number: 5535708
Current Firm: Morgan Stanley

Matthew Ewin (CRD# 5535708) is an Investment Advisor Representative working at Morgan Stanley in Omaha, NE and has over 5 years of experience in the finance industry.

Similar Advisors
Rick Young, financial advisor Omaha NE
Rick A. Young
CRD# 2747345
Cambridge Investment Research Advisors, Inc.
Score
101
Similar Advisors
Eric Gustafson, financial advisor Omaha NE
Eric A. Gustafson
CRD# 5305235
Wells Fargo Advisors, LLC
Score
100
Similar Advisors
Derek Burry, financial advisor Omaha NE
Derek M. Burry
CRD# 5864943
Mutual Of Omaha Investor Services, Inc.
Score
98
Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Omaha, NE Jun 2009 - Current 7
Citigroup Global Markets Inc. Omaha, NE May 2008 - Current 8
Citigroup Global Markets Inc. Lincoln, NE Oct 2008 - Apr 2009 < 1
Charlie's Excavasting Omaha, NE May 2007 - Oct 2008 1
School Lincoln, NE Sep 2006 - May 2007 < 1
Charlie's Excavasting Omaha, NE Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Matthew E. Ewin
Phone Number: 914-225-5510
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Matthew Ewin and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.