Matthew D Hilger

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

• 02/2014 → 12/2016
  Bank Of New York Mellon
  Tacoma, WA
• 01/2017 → 03/2019
  Russell Investments
  Seattle, WA
• 03/2019 → 07/2019
  Russell Investments
  Seattle, WA
• 07/2019 → 01/2021
  Russell Investments
  Seattle, WA
• 06/2020 → 12/2022
  Katie Downs Tavern
  Tacoma, WA
• 01/2021 → 11/2024
  Russell Investments
  Seattle, WA
• 02/2025 → Present
  Morgan Stanley
  Gig Harbor, WA
• 03/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-20
• S63 Uniform Securities Agent State Law Examination
  2025-03-15

Other Names

• Matthew Hilger
• Matthew Daniel Hilger