MATTHEW STEPHEN MORSE is an investment adviser representative (IAR) with state registration records since 2016, appearing at 5 firms. Currently registered with GRIMES & COMPANY WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GRIMES & COMPANY WEALTH MANAGEMENT, LLC | 2025-06-16 | present | Yes |
| HARMONY WEALTH PARTNERS | 2024-06-18 | 2025-08-20 | — |
| CLARENDON PRIVATE LLC | 2021-10-25 | 2024-04-09 | — |
| MAINSTONE CAPITAL MANAGEMENT LLC | 2020-02-25 | 2021-06-03 | — |
| BALDWIN WEALTH PARTNERS, LLC | 2016-06-07 | 2016-07-14 | — |