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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Schlicht is an active investment advisor representative with Morgan Stanley. Matthew has been in the industry since 2009 and has experience with both Merrill Lynch and Wall Street Financial Group. Matthew has licenses in both New York and Texas, among many other states. Matthew is also registered with FINRA as well as the State of New York. Matthew's expertise lies in portfolio management for individuals, businesses, and investment companies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
11/21/2022 - Present
Morgan Stanley (Rochester NY)
NY
07/23/2012 - 11/17/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSFORD NY)
NY
07/27/2011 - 05/11/2012
WALL STREET FINANCIAL GROUP, INC. (FAIRPORT NY)
NY
09/04/2009 - 07/19/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSFORD NY)
IA
Issued 10/06/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/10/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 05/24/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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