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Matthew P Hesse

Morgan Stanley

Purchase, NY

CRD 7269177

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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 2025-10-20
  • NY RA
    APPROVED
    Since 2025-10-20

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
Morgan Stanley Purchase NY 02/2023 Present
Unemployed Flushing NY 01/2013 04/2018
Body Armor Flushing NY 05/2018 08/2018
Bourban Street Flushing NY 09/2018 05/2020
Northwestern Mutual New Hyde Park NY 06/2020 11/2020
Bourban Street Flushing NY 12/2020 02/2022
Madison Planning Group White Plains NY 03/2022 11/2022
  • 02/2023 → Present
    Morgan Stanley
    Purchase, NY
  • 01/2013 → 04/2018
    Unemployed
    Flushing, NY
  • 05/2018 → 08/2018
    Body Armor
    Flushing, NY
  • 09/2018 → 05/2020
    Bourban Street
    Flushing, NY
  • 06/2020 → 11/2020
    Northwestern Mutual
    New Hyde Park, NY
  • 12/2020 → 02/2022
    Bourban Street
    Flushing, NY
  • 03/2022 → 11/2022
    Madison Planning Group
    White Plains, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-17
S63 Uniform Securities Agent State Law Examination 2023-03-31
  • S66 Uniform Combined State Law Examination
    2025-10-17
  • S63 Uniform Securities Agent State Law Examination
    2023-03-31
Other Names
  • Matthew Peter Hesse

View on SEC IAPD

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