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William Michael Dematteo

Morgan Stanley

New York, NY

CRD 4231697

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
CT RA APPROVED 2019-05-16
GA RA APPROVED 2017-05-25
TX RA APPROVED_RES 2014-06-18
FL RA APPROVED 2014-06-16
NJ RA APPROVED 2009-06-01
  • NY RA
    APPROVED
    Since 2021-06-16
  • CT RA
    APPROVED
    Since 2019-05-16
  • GA RA
    APPROVED
    Since 2017-05-25
  • TX RA
    APPROVED_RES
    Since 2014-06-18
  • FL RA
    APPROVED
    Since 2014-06-16
  • NJ RA
    APPROVED
    Since 2009-06-01

Branch Locations

55 East 52Nd Street 10Th Floor, New York, NY 10055 • 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
Morgan Stanley Ft. Lauderdale FL 06/2014 05/2017
Morgan Stanley New York NY 05/2017 Present
Morgan Stanley Private Bank, N.A New York NY 02/2024 Present
  • 06/2014 → 05/2017
    Morgan Stanley
    Ft. Lauderdale, FL
  • 05/2017 → Present
    Morgan Stanley
    New York, NY
  • 02/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2007-06-25 → 2009-06-01
    Morgan Stanley & Co. Llc
    New York, NY
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-19
S63 Uniform Securities Agent State Law Examination 2000-11-21
  • S65 Uniform Investment Adviser Law Examination
    2006-10-19
  • S63 Uniform Securities Agent State Law Examination
    2000-11-21
Other Names
  • Williams Michael Dematteo

View on SEC IAPD

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