Best Investors Account Sign in

Matthew C Kluetz

Morgan Stanley

Minocqua, WI

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-19
WI RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-03-19
  • WI RA
    APPROVED
    Since 2009-06-01

Branch Locations

9796 Highway 70 West, Minocqua, WI 54548 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Minocqua WI 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Minocqua, WI
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Minocqua, WI
Other Businesses

ON TAP! LLC, OWNER; START DATE: 04/2016; CHOP WOOD, COLLECT SAP, COOK SAP; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0, DURING BUSINESS HOURS- 0; NOT INVESTMENT RELATED; *408124 - Trust; Investment related Yes; Rhinelander, WI; Aug 2020; During business hours: 0.5; After business hours: 0. *410959 - Trust; Investment related Yes; Rhinelander, WI; September 2020; During business hours: 0.5; After business hours: 0. *446341- Trust; Investment related -Yes; Rhinelander, Wisconsin; Trust; Co-Successor Trustee and Co-Executor; 11/2021; During business hours: 0; After business hours: 0; * 464849- Trust; Investment related -Yes; Rhinelander, Wisconsin; Trust; Co-Successor Trustee and Co-Executor; 11/2021; During business hours: 0; After business hours: 0;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-06
  • S66 Uniform Combined State Law Examination
    2004-10-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Minocqua, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor