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Matthew Giles Foster

Morgan Stanley

Dallas, TX

Garland, TX

CRD 6138636

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-04
UT RA APPROVED 2017-08-07
  • TX RA
    APPROVED
    Since 2022-01-04
  • UT RA
    APPROVED
    Since 2017-08-07

Branch Locations

2121 North Pearl Street Suite 500, Dallas, TX 75201 • United States

Garland, TX • 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 South Jordan UT 12/2013 08/2017
Morgan Stanley Dallas TX 08/2017 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-07
  • S66 Uniform Combined State Law Examination
    2017-08-07

View on SEC IAPD

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