Matthew Isaac Secemski

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

• 06/2014 → 12/2018
  Summit Equities, Inc.
  Parsippany, NJ
• 06/2014 → 09/2018
  Summit Financial Resources, Inc.
  Parsippany, NJ
• 09/2018 → 09/2020
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2018 → 08/2020
  Summit Financial, Llc
  Parsippany, NJ
• 08/2020 → 11/2023
  Morgan Stanley Smith Barney Llc
  Paramus, NJ
• 11/2023 → 03/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 03/2026 → Present
  Morgan Stanley Smith Barney Llc
  Paramus, NJ
• 03/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2023-11-15 → 2026-03-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 2020-09-30 → 2023-11-21
  Morgan Stanley
  Paramus, NJ
• 2019-01-03 → 2020-08-26
  Summit Financial, Llc
  Parsippany, NJ
• 2014-06-02 → 2018-12-27
  Summit Equities, Inc.
  Parsippany, NJ
  Parsippany, NJ
  Parsippany, NJ
• 2017-04-18 → 2018-09-20
  Summit Financial Resources Inc
  Parsippany, NJ
• 2013-03-26 → 2014-06-04
  Northwestern Mutual Investment Services, Llc
  Florham Park, NJ

Exams

• S66 Uniform Combined State Law Examination
  2013-03-22

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Matthew Isaac Secemski
• Matthew Secemski