Matt Ryan Corkern

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

• 09/2011 → Present
  Morgan Stanley Smith Barney
  Stockton, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1997-07-08 → 2011-10-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stockton, CA
  Stockton, CA

Other Businesses

1. Corkern Family LP; Investment related; CA; Family LP; GP (proprietor, partner, officer, director, employee, trustee, agent); Nov 2004; During business hours: 0; After business hours: 0; Oversee general business activity 2. Corkern Investment Group; Investment related; Private Real Estate investments; Member (proprietor, partner, officer, director, employee, trustee, agent); Jun 2014; During business hours: 0; After business hours: 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-28
• S63 Uniform Securities Agent State Law Examination
  1997-02-21

Other Names

• Matthew R Corkern
• Matthew Ryan Corkern