Who is Matthew Sheehan (CRD#: 3250885)?
Matthew Sheehan is a Managing Director of private Wealth Management and a Private Wealth Advisor for Morgan Stanley. Matthew Sheehan, who is based in Menlo Park, the epicenter of the new economy, serves an exceptional set of hardworking, high-achieving individuals. Matthew Sheehan’s clients are all generating wonderful chances for themselves and their families, and some have achieved significant financial success. They have reached a stage in their lives where they require assistance in making educated decisions regarding difficult financial concerns and putting those decisions into action.
By combining Matthew Sheehan’s experience with Morgan Stanley’s worldwide capabilities, he can provide you and your family with the insight, information, and resources you need to handle your difficulties and work toward your goals.
About Morgan Stanley Wealth Management:
Morgan Stanley Wealth Management, an American multinational financial services corporation, specializes in retail brokerage and asset management. As a division of Morgan Stanley, it serves a wide range of clients, from individual investors and small-to-mid-sized businesses to large corporations, non-profit organizations, and family foundations. With a strong history and a proven track record, Morgan Stanley Wealth Management has become a leading choice for those seeking expert financial advice and guidance.
Early Beginnings: Smith Barney & Co.
Morgan Stanley Wealth Management has its roots in the 1938 merger of Charles D. Barney & Co. and Edward B. Smith & Co., which formed Smith Barney & Co. Charles D. Barney & Co., founded by Charles D. Barney in 1873, was a New York and Philadelphia-based firm that emerged from the failure of its predecessor, Jay Cooke & Company. Edward B. Smith & Co., founded in 1892, became a significant player in securities underwriting in 1934 after absorbing the professionals from the securities business of Guaranty Trust Company, following the passage of the Glass-Steagall Act.
Morgan Stanley Wealth Management offers a comprehensive suite of financial services to cater to the diverse needs of its clients. Some of these services include:
Investment Management
Morgan Stanley Wealth Management provides many investment options, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and more. Their financial advisors help clients develop tailored investment strategies to meet their specific financial goals and risk tolerance levels.
Financial Planning
Financial planning services offered by Morgan Stanley Wealth Management include retirement planning, education planning, estate planning, and more. Their financial advisors work with clients to understand their financial objectives and develop a comprehensive financial plan to help them achieve those goals.
Banking and Lending
Morgan Stanley Wealth Management offers banking and lending solutions, such as cash management accounts, mortgages, home equity loans, and lines of credit to help clients manage their day-to-day financial needs and achieve their long-term financial goals.
Insurance and Annuities
To help clients protect their financial future, Morgan Stanley Wealth Management offers insurance and annuity products, including life insurance, long-term care insurance, and annuities, designed to provide financial stability and peace of mind.
Philanthropy and Social Impact Investing
Morgan Stanley Wealth Management offers philanthropic advisory services and social impact investing options for clients who want to align their investments with their values and positively impact society.
Matthew Sheehan Disclosures: BrokerCheck, FINRA, And SEC
The brokerCheck report of Matthew Sheean includes information such as employment history, professional qualification, disciplinary actions, criminal convictions, civil judgment, arbitration awards, and disclosure events.
There is a one-customer dispute against Matthew Sheean. You may go through his report in the details provided by me.
BrokerCheck
Source: individual_3250885.pdf (finra.org)
SEC Litigations & Forms
Source: matthew sheehan – SEC Site Search Search Results
Matthew Sheehan Lawsuits
Most court cases filed in the United States of America are archived on CourtListener, UniCourt, Law.com, Justia, and Trellis. law and Law360. If Matthew Sheehan has been involved in any such lawsuits, then you can find the documents using the links down below:
There might be more pending lawsuits against Matthew Sheehan which are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Matthew Sheehan on these websites, then you can contact the local authorities and check if they have a physical copy of any lawsuits.
CourtListener
UniCourt
Law.com
Law360.com
Trellis.law
Justia
Matthew Sheehan Complaints & Legal Battles
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Matthew Sheehan using the websites down below:
Sonn Law Group
SEC.gov
White Law Group
MDF Law
Israels & Neuman, PLC
Klayman Toskes
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