Matthew Fortuna

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

• 12/1996 → 05/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 01/2019 → Present
  Morgan Stanley
  Menlo Park, CA
• 05/2017 → 05/2018
  University Of Notre Dame
  Notre Dame, IN
• 05/2018 → 01/2019
  N/A
  Brick, NJ

Previous Registrations

• 2004-07-26 → 2017-05-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-03-23
• S63 Uniform Securities Agent State Law Examination
  1996-07-19

Other Names

• Matthew Edwin Fortuna