Matthew Stephen Morse

Current Employers

Grimes & Company

One Technology Drive Suite 100, Westborough, MA 01581 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-06-16

MA RA
APPROVED

Since 2025-06-16

Branch Locations

One Technology Drive Suite 100, Westborough, MA 01581 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Eaton Vance Investment Counsel	Boston	MA	07/2016	12/2019
Mainstone Capital Management, Llc	Boston	MA	01/2020	05/2021
Clarendon Private Llc	Boston	MA	06/2021	04/2024
Harmony Wealth Partners Llc	Boston	MA	04/2024	Present
Grimes & Company	Westborough	MA	06/2025	Present

07/2016 → 12/2019

Eaton Vance Investment Counsel

Boston, MA
01/2020 → 05/2021

Mainstone Capital Management, Llc

Boston, MA
06/2021 → 04/2024

Clarendon Private Llc

Boston, MA
04/2024 → Present

Harmony Wealth Partners Llc

Boston, MA
06/2025 → Present

Grimes & Company

Westborough, MA

Previous Registrations

2024-06-18 → 2025-08-20

Harmony Wealth Partners

Boston, MA
2021-10-25 → 2024-04-09

Clarendon Private Llc

Boston, MA
2020-02-25 → 2021-06-03

Mainstone Capital Management Llc

Boston, MA
2016-06-07 → 2016-07-14

Baldwin Wealth Partners, Llc

Marion, MA

Other Businesses

MCM Sports Partners, LLC; not investment-related; 12 Heartwood Street, Methuen, MA 01844; sports franchise transactions; Member; started 04/2025; zero hours per month; no duties.

Current Employers

Grimes & Company

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews