Matthew Thomas Schmidt

Longboat Key, FL

Ormond Beach, FL

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-07-21
TX	RA	APPROVED	2010-06-01
MD	RA	APPROVED	2010-04-30

FL RA
APPROVED

Since 2022-07-21
TX RA
APPROVED

Since 2010-06-01
MD RA
APPROVED

Since 2010-04-30

Branch Locations

Longboat Key, FL • United States

285 Clyde Morris Boulevard Street 100, Ormond Beach, FL 32174 • 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
Morgan Stanley Smith Barney	Ormond Beach	FL	04/2010	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

04/2010 → Present

Morgan Stanley Smith Barney

Ormond Beach, FL
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

2008-09-11 → 2010-05-04

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Annapolis, MD
2008-09-05 → 2008-09-12

Wells Fargo Clearing Services, Llc

Columbia, MD
2001-02-06 → 2008-09-09

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Annapolis, MD

Annapolis, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-11-30

S66 Uniform Combined State Law Examination

2000-11-30

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC

CENTURY BUSINESS & FINANCIAL SERVICES

TACTICAL INVESTMENTS

ON INVESTMENT MANAGEMENT CO

INSIGHT FAMILY FINANCIAL

Other Investors

GENNADIY YANKIV

Stevan Stanisic

CATHERINE ANGELA MANISCALCO AVERY

THOMAS HERBERT JUDGE

JAMES ALEXANDER JUDGE

Michelle Katherine Johnson

Kim Elizabeth Meissner

DIKRAN JANUS KADAGIAN

Other Offices

J.P. MORGAN SECURITIES LLC · Longboat Key, FL

CAIM LLC · LONGBOAT KEY, FL

CENTURY BUSINESS & FINANCIAL SERVICES · LONGBOAT KEY, FL

EDWARD JONES · LONGBOAT KEY, FL

TACTICAL INVESTMENTS · LONGBOAT KEY, FL

ON INVESTMENT MANAGEMENT CO · BRANDENTON, FL

AK INVESTING · SARASOTA, FL

AK INVESTING · Sarasota, FL

More in Longboat Key, FL

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