Gerald Matthew Marchand

Current Employers

Employment History

• 06/2000 → Present
  Citigroup Global Markets Inc.
  Baton Rouge, LA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Baton Rouge, LA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

SOLE PROPRIETOR / OWNER / PARTNER-EFFECTIVE DATE 2001-LIMITED PARTNER, FINANCIAL ADVISOR TO THE PARTNERSHIP-NEVER, EXCEPT IF THE INVESTMENTS PAY ME AS A FINANCIAL ADVISOR-THERE IS NOTHING ELSE TO DISCLOSE, ITS SIMPLY AN ENTITIY IN WHICH MY PARENTS ESTABLISHED IN ORDER TO TRANSFER WEALTH FORM THEIR ESTATE, I MANAGE THE ACCOUNTS AS A FINANCIAL ADVISOR, MY FATHER IS RECENTLY DECEASED, MY MOTHER IS CURRENTLY THE GERERAL PARTNER WITH COMPLETE CONTROL OF THE PARTNERSHIP. I AM REQUESTING APPROVAL TO ACT AS A MANAGING MEMBER EITHER SOLELY OR ALONG SIDE OF MY BROTHER PAUL AND SISTER TENA, WHO ARE CURRENTLY LIMITED PARTNERS LIKE ME AND REMAIN THE FA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-02
• S63 Uniform Securities Agent State Law Examination
  2000-09-20

Other Names

• G. Matthews Marchand
• Matt Marchand