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Matthew Joseph Witkos

Morgan Stanley Distribution, Inc.

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About Matthew Joseph Witkos

Matthew Witkos is a financial advisor in Boston, MA. Matthew has been working in the financial industry since 1991. Currently, Matthew is registered with Morgan Stanley Distribution, Inc. and Eaton Vance Distributors, Inc.. Matthew has also previously worked for IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P., PFPC DISTRIBUTORS, INC., GE INVESTMENT DISTRIBUTORS, INC and JOHN NUVEEN & CO., INCORPORATED.

Firm Information

Matthew Witkos is currently registered with Morgan Stanley Distribution, Inc.. Morgan Stanley Distribution, Inc. is a Corporation formed in February 1992. The firm is registered with the SEC and in all 50 states, the District of Columbia, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

78

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.

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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Matthew Witkos’s Registration & Firm History

MA

01/03/2022 - Present

Morgan Stanley Distribution, Inc. (Boston MA)

MA

09/21/2001 - 06/05/2007

IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)

ME

03/09/1999 - 09/06/2001

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

CT

05/17/1994 - 03/19/1999

GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)

IL

07/10/1991 - 05/20/1994

JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)

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Licenses & Designations

BC

Issued 03/13/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/28/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/1996

Series 7 - General Securities Representative Examination

BC

Issued 06/27/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Joseph Witkos.
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