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Matthew M Winter

Morgan Stanley

Waukesha, WI

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-06-03
TX RA APPROVED 2022-03-04
IL RA APPROVED 2021-12-08
  • WI RA
    APPROVED
    Since 2025-06-03
  • TX RA
    APPROVED
    Since 2022-03-04
  • IL RA
    APPROVED
    Since 2021-12-08

Branch Locations

20975 Swenson Drive Suite 300, Waukesha, WI 53186 • 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
Beacon Wealth Advisors, Llc Mchenry IL 07/2021 10/2021
Beacon Insurance Advisors, Llc Mchenry IL 04/2021 10/2021
Partum Prime Partners, Llc Maple Grove MN 06/2020 07/2020
Full-Time Student Hebron IL 08/2007 05/2020
Beacon Wealth Advisors, Llc Mchenry IL 10/2020 10/2021
Morgan Stanley Smith Barney Llc Waukesha WI 11/2021 Present
  • 07/2021 → 10/2021
    Beacon Wealth Advisors, Llc
    Mchenry, IL
  • 04/2021 → 10/2021
    Beacon Insurance Advisors, Llc
    Mchenry, IL
  • 06/2020 → 07/2020
    Partum Prime Partners, Llc
    Maple Grove, MN
  • 08/2007 → 05/2020
    Full-Time Student
    Hebron, IL
  • 10/2020 → 10/2021
    Beacon Wealth Advisors, Llc
    Mchenry, IL
  • 11/2021 → Present
    Morgan Stanley Smith Barney Llc
    Waukesha, WI
Previous Registrations
  • 2021-07-26 → 2021-10-26
    Beacon Wealth Advisors, Llc
    Mchenry, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-01-31
S65 Uniform Investment Adviser Law Examination 2021-07-14
  • S63 Uniform Securities Agent State Law Examination
    2022-01-31
  • S65 Uniform Investment Adviser Law Examination
    2021-07-14
Other Names
  • Matthew Winter

View on SEC IAPD

Other Firms

DANA INVESTMENT ADVISORS INC
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

BRIAN VICTOR LEHKY
MARK RICHARD MIRSBERGER
MIKHAIL I ALKHAZOV
STEVEN ALLEN JAEGER
NOAMAN A.Q. SHARIEF
JEROME JOSEPH VERANTH
MATTHEW ROBERT SLOWINSKI
DANIEL GLENN SIEVERS

Other Offices

DANA INVESTMENT ADVISORS INC · WAUKESHA, WI
DANA INVESTMENT ADVISORS INC · Waukesha, WI
RAYMOND JAMES & ASSOCIATES, INC. · Waukesha, WI
WELLS FARGO CLEARING SERVICES, LLC · WAUKESHA, WI
WORLD INVESTMENT ADVISORS, LLC · Waukesha, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WAUKESHA , WI
OSAIC WEALTH, INC. · WAUKESHA, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Waukesha, WI

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