Matthew Travis Bunkowski

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → Present
  Morgan Stanley
  Chicago, IL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*415042 - Wild Birds Unlimited Santa Fe; Investment related - No; Santa Fe, New Mexico; Retail/Online Stores; Board Member, Employee, Investor, Officer (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 20; *188032- Chaine des Rotisseurs - Santa Fe Bailliage; Investment related: No; Santa Fe, New Mexico; Food & Wine; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2017; During business hours: 0; After business hours: 1; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2012-09-08
• S63 Uniform Securities Agent State Law Examination
  2000-12-13