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Matthew Wong

Morgan Stanley

Purchase, NY

New York, NY

CRD 6670882

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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 2025-04-17
  • NY RA
    APPROVED
    Since 2025-04-17

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

1 New York Plaza, New York, NY 10004 • 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 New York NY 10/2022 Present
Capital Markets Company New York NY 07/2021 10/2022
Factset Austin TX 08/2018 07/2021
Price Wealth Management Austin TX 07/2017 07/2018
University Of Wisconsin Madison WI 08/2013 06/2017
  • 10/2022 → Present
    Morgan Stanley
    New York, NY
  • 07/2021 → 10/2022
    Capital Markets Company
    New York, NY
  • 08/2018 → 07/2021
    Factset
    Austin, TX
  • 07/2017 → 07/2018
    Price Wealth Management
    Austin, TX
  • 08/2013 → 06/2017
    University Of Wisconsin
    Madison, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-17
  • S66 Uniform Combined State Law Examination
    2025-04-17
Other Names
  • Matthew Addison Wong

View on SEC IAPD

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