Gregory Matthew Smithson

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

• 02/2014 → Present
  Morgan Stanley Smith Barney Llc
  Wichita Falls, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2011-09-14 → 2014-02-18
  Kestra Investment Services, Llc
  Wichita Falls, TX
  Altus, OK
• 2010-04-05 → 2011-09-14
  Investment Centers Of America, Inc.
  Altus, OK
  Wichita Falls, TX
  Altus, OK
  Bismarck, ND
• 2008-01-08 → 2010-04-09
  Wells Fargo Investments, Llc
  Wichita Falls, TX
• 2007-05-29 → 2007-12-19
  Citigroup Global Markets Inc.
  Weatherford, TX
  Wichita Falls, TX
• 2005-10-10 → 2007-05-29
  Citicorp Investment Services
  Wichita Falls, TX
  Wichita Falls, TX

Other Businesses

1. TEXAS SPECIALTY HOSPITAL - REGISTERED RESPIRATORY THERAPIST. 2. RENTAL PROPERTY, OWNER; START DATE: 07/1999; ELECTRA, TX; INVESTMENT RELATED; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 10 *596857 - Agriculture; Investment Related - Yes; Electra, Texas; Agriculture; one of the owner of the property (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2017; During Business Hours: 0; After Business Hours: 1; Administrative.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-07
• S63 Uniform Securities Agent State Law Examination
  2001-08-10