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Matthew Evan Moshofsky

Morgan Stanley

Lake Oswego, OR

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-03
OR RA APPROVED 2018-01-26
  • TX RA
    APPROVED_RES
    Since 2020-03-03
  • OR RA
    APPROVED
    Since 2018-01-26

Branch Locations

4800 Meadows Road Suite 400, Lake Oswego, OR 97035 • 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 Lake Oswego OR 11/2017 Present
Pricewaterhousecoopers Llp Portland OR 08/2014 11/2017
Morgan Stanley Private Bank, National Association New York NY 01/2018 Present
  • 11/2017 → Present
    Morgan Stanley
    Lake Oswego, OR
  • 08/2014 → 11/2017
    Pricewaterhousecoopers Llp
    Portland, OR
  • 01/2018 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-26
  • S66 Uniform Combined State Law Examination
    2018-01-26

View on SEC IAPD

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STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RBC CAPITAL MARKETS, LLC
CWM, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC

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Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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