Matthew E O'DOnnell

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2001-02-09 → 2009-06-01
  Citigroup Global Markets Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

1. Independent Contractor; Raising show cattle; Managing and taking care of the small cattle herd; Sole Proprietor / Owner / Partner; 12/2017; 0,1

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-06
• S63 Uniform Securities Agent State Law Examination
  1997-08-13

Other Names

• Matthew E Odonnell
• Matthew Edwin Odonnell
• Matthew E O Donnell