Matthew D Peter

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

• 11/2024 → 12/2024
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 06/2022 → 06/2024
  Grafana Labs
  San Francisco, CA
• 11/2019 → 05/2022
  Splunk
  San Francisco, CA
• 01/2019 → 11/2019
  Signalfx
  San Francisco, CA
• 06/2017 → 09/2017
  Synopsys
  San Francisco, CA
• 06/2016 → 09/2016
  Demandbase
  San Francisco, CA
• 09/2016 → 06/2017
  Student
  Eugene, OR
• 09/2017 → 06/2018
  Student
  Eugene, OR
• 06/2018 → 01/2019
  Unemployed
  Danville, CA
• 07/2024 → 10/2024
  Unemployed
  San Francisco, CA
• 12/2024 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 01/2025 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-10-23

Other Names

• Matthew Daniel Peter
• Matthew Peter