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Victoria Matus

Morgan Stanley

Purchase, NY

CRD 6451096

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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
NY RA APPROVED 2026-05-03
AZ RA APPROVED 2026-04-06
  • NY RA
    APPROVED
    Since 2026-05-03
  • AZ RA
    APPROVED
    Since 2026-04-06

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • 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
Charles Schwab & Co., Inc. El Paso TX 02/2015 12/2018
J.P. Morgan Securities Llc Phoenix AZ 08/2021 01/2022
Jpmorgan Chase Bank, N.A. Scottsdale AZ 01/2019 08/2021
Morgan Stanley Purchase NY 01/2022 Present
E*Trade Securities Llc Gilbert AZ 10/2022 09/2023
  • 02/2015 → 12/2018
    Charles Schwab & Co., Inc.
    El Paso, TX
  • 08/2021 → 01/2022
    J.P. Morgan Securities Llc
    Phoenix, AZ
  • 01/2019 → 08/2021
    Jpmorgan Chase Bank, N.A.
    Scottsdale, AZ
  • 01/2022 → Present
    Morgan Stanley
    Purchase, NY
  • 10/2022 → 09/2023
    E*Trade Securities Llc
    Gilbert, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-31
S63 Uniform Securities Agent State Law Examination 2016-12-20
  • S66 Uniform Combined State Law Examination
    2026-03-31
  • S63 Uniform Securities Agent State Law Examination
    2016-12-20

View on SEC IAPD

Nearby Firms

GREENHAVEN ASSOCIATES INC
UBS FINANCIAL SERVICES INC.
NOW ASSET MANAGEMENT LLC

Nearby Investors

JOSHUA BERNARD SANDBULTE
ERIC ALAN BICKLER
RYAN VINCENT HETZER

Nearby Offices

GREENHAVEN ASSOCIATES INC · PURCHASE, NY
UBS FINANCIAL SERVICES INC. · Purchase, NY
NOW ASSET MANAGEMENT LLC · PURCHASE, NY

More in Purchase, NY

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