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Matthew A Funk

Morgan Stanley Investment Management Inc.

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About Matthew A Funk

Matthew Funk is a financial advisor with Morgan Stanley Investment Management Inc. Matthew has been working in the financial services industry since October 15, 2018. Matthew is registered in Pennsylvania as an investment advisor representative. Matthew also holds the Series 66, Series 7 and SIE licenses. Prior to joining Morgan Stanley Investment Management Inc., Matthew was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Matthew Funk is currently registered with Morgan Stanley Investment Management Inc.. Morgan Stanley Investment Management Inc. is a New York-based investment advisor with over $535 billion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer educational seminars and selection of other advisors. Morgan Stanley Investment Management Inc. has over 227 employees, including 187 registered representatives. They primarily serve investment companies, pooled investment vehicles, corporations, and foreign government clients.
Morgan Stanley Investment Management Inc.

1585 BROADWAY

NEW YORK, NY 10036

$535.03B

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Matthew Funk’s Registration & Firm History

NY

08/28/2019 - Present

Morgan Stanley Investment Management Inc. (NEW YORK NY)

PA

08/22/2018 - 07/03/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)

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Licenses & Designations

BOTH

Issued 10/01/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew A Funk.
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