Morgan Stanley
47yrs
Top advisor by experience in Colorado
7yrs
Matthew Williams
Financial advisor at Morgan Stanley
Matthew Williams is a fiduciary financial advisor in Greenwood Village, Colorado, with 7 years in the industry. Matthew joined Morgan Stanley in 2021, after two years at Edward Jones. 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 2121 advisors with offices in Greenwood Village, and one of 2050 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office5251 DTC Parkway Suite 1500, Greenwood Village, CO 80111
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
- 2021 – nowMorgan StanleyCurrent firm
- 2019 – 2021Edward JonesPreviously
Contact Matthew
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Matthew. 5251 DTC Parkway Suite 1500Greenwood Village, CO 80111Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Matthew
How do I contact Matthew?
Call Morgan Stanley at (914) 225-5510 and ask for Matthew Williams. Matthew works from the Greenwood Village, CO 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.
Other advisors nearby
Raymond James Financial Services Advisors
47yrs
Top 1% by experience in Greenwood Village
SPC
46yrs
Top 1% by experience in Greenwood Village
Icon Advisers
46yrs
Top 1% by experience in Greenwood Village
RBC Capital Markets
46yrs
Top 1% by experience in Greenwood Village
Stifel, Nicolaus & Company
46yrs
Top 1% by experience in Greenwood Village