# MATTHEW STEPHEN MORSE

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GRIMES & COMPANY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/109420) | 2025-06-16 | present | Yes |
| [HARMONY WEALTH PARTNERS](https://search.stillhousedata.com/firm/330544) | 2024-06-18 | 2025-08-20 | — |
| [CLARENDON PRIVATE LLC](https://search.stillhousedata.com/firm/316616) | 2021-10-25 | 2024-04-09 | — |
| [MAINSTONE CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/305868) | 2020-02-25 | 2021-06-03 | — |
| [BALDWIN WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/105343) | 2016-06-07 | 2016-07-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6644674)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6644674.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.