LPL Financial
46yrs
Top advisor by experience in Sandy
7yrs
Based in Sandy, Utah, Matthew Johnson is a fiduciary financial advisor with 7 years of industry experience. Matthew has been with Morgan Stanley since 2023; before that, Matthew spent a year at Harrisdirect and a year at Wells Fargo Advisors. 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 364 advisors with offices in Sandy, and one of 353 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office200 West Civic Center Drive, Sandy, UT 84070
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 ?2 states
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
- 2023 – nowMorgan StanleyCurrent firm
- Apr 2022 – Sep 2023Harrisdirect LLCPreviously
- Jul 2019 – Jun 2020Wells Fargo Clearing Services, LLCPreviously
Contact Matthew
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Matthew. 200 West Civic Center DriveSandy, UT 84070Office · 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 Johnson. Matthew works from the Sandy, UT office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2019, about 7 years. 7 years in the industry.
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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