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Matthew John Shalhoob

Morgan Stanley

Omaha, NE

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-26
NE RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-03-26
  • NE RA
    APPROVED
    Since 2009-06-01

Branch Locations

13625 California Street Suite 400, Omaha, NE 68154 • 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
OrganizationCityStateFromTo
Citigroup Global Markets Inc. Omaha NE 10/2006 Present
Morgan Stanley Smith Barney Omaha NE 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 10/2006 → Present
    Omaha, NE
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Omaha, NE
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Other Businesses

1. KAPITAL ASSET MANAGEMENT INVESTMENT, LLC- HOLDING COMPANY; OMAHA, NE; SHELL ACCOUNT THAT DOES HOLD INVESTMENTS- MEMBER, MANAGER- 100% OWNER; HOLDING COMPANY MUCH LIKE A PERSONAL TRUST I SOMETIME TAKE TITLE TO INVESTMENTS IN; 0 HOURS DEVOTED TO THIS BUSINESS; 08/1999** 2. CAPTAIN AGNEW LLC; OMAHA, NE; HOLDS FARM GROUND IN MY WIFE'S NAME; NO DUTIES. 0 HOURS SPENT DURING AND AFTER BUSINESS; 12/2012** 3. SHALKOTA OIL COMPANY LLC, INVESTING IN OIL AND GAS RELATED FIELD; START DATE: 04/2016; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 1; INVESTMENT RELATED; OMAHA, NE *534699 - Pineway Asset Management LLC; Investment related: Yes; Omaha, Nebraska; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 1; Administrative

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-06
S63 Uniform Securities Agent State Law Examination 2000-11-06
  • S65 Uniform Investment Adviser Law Examination
    2006-12-06
  • S63 Uniform Securities Agent State Law Examination
    2000-11-06
Other Names
  • Matt Shalhoob

View on SEC IAPD

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