Mathew Shaggura, financial advisor Purchase NY
93 score

Mathew Shaggura

CRD Number: 5409254
Current Firm: Morgan Stanley

Mathew Shaggura (CRD# 5409254) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Mount Kisco, NY Jul 2014 - Current 2
Wells Fargo Advisors LLC White Plains, NY May 2009 - Jul 2014 5
Wachovia Securities, LLC White Plains, NY Jul 2008 - May 2009 < 1
Unemployed Yonkers, NY May 2008 - Jul 2008 < 1
Axa Advisors, LLC Lake Success, NY Nov 2007 - May 2008 < 1
Evolution Mortgage White Plains, NY Feb 2005 - Nov 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Mathew J. Shaggura
Phone Number: 914-225-5510
Registered State(s):
  • NJ
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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