UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
18yrs
Matthew Sharp
Financial advisor at Morgan Stanley
Matthew Sharp has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Dallas, Texas. Matthew has been with Morgan Stanley since 2025; before that, Matthew spent 15 years at UBS Financial Services and two years at Goldman Sachs Wealth Services. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 60% of advisors in Texas
Office2121 North Pearl Street Suite 500, Dallas, TX 75201
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2025 – nowMorgan StanleyCurrent firm
- 2011 – 2025UBS Financial Services Inc.Previously
- 2009 – 2011Goldman Sachs Wealth Services, L.P.Previously
Contact Matthew
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Matthew. 2121 North Pearl Street Suite 500Dallas, TX 75201Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call Morgan Stanley at (914) 225-5510 and ask for Matthew Sharp. Matthew works from the Dallas, TX office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2009, about 18 years. More experience than 60% of advisors in Texas.
What licenses does Matthew hold?
Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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