Matthew Thomas Corcoran

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

• 05/2016 → Present
  Morgan Stanley Smith Barney Llc
  Tampa, FL
• 05/2016 → 04/2020
  Morgan Stanley Private Bank, N.A.
  Tampa, FL
• 04/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*388487 - Rock n roll band- The Conflicts; Investment related No; Odessa, Florida; Music; Guitarist (proprietor, partner, officer, director, employee, trustee, agent); Feb 2020; During business hours: 0; After business hours: 6; We are a local band that plays at local clubs and events and will generate some revenue.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-12
• S63 Uniform Securities Agent State Law Examination
  2013-02-15

Other Names

• Matthew Thomas Corcoran
• Matt Corcoran
• Matthew T Corcoran