Matthew T Monroe

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-16
TX	RA	APPROVED_RES	2025-12-16

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Sawgrass Asset Management Llc	Jacksonville	FL	05/2018	08/2018
Deerwood Country Club Inc	Jacksonville	FL	05/2017	08/2017
Florida State University Art Center	Jacksonville	FL	10/2019	02/2020
High Tide Burrito Company	Jacksonville	FL	05/2020	08/2020
Episcopal School Of Jacksonville	Jacksonville	FL	08/2014	06/2017
Florida State University	Tallahassee	FL	08/2017	05/2021
Fidelity Investments	Jacksonville	FL	05/2021	12/2023
Wells Fargo Advisors Financial Network, Llc	Jacksonville	FL	12/2023	08/2025
Morgan Stanley	Jacksonville	FL	11/2025	Present
Morgan Stanley Private Bank, N.A	New York	NY	11/2025	Present

05/2018 → 08/2018

Sawgrass Asset Management Llc

Jacksonville, FL
05/2017 → 08/2017

Deerwood Country Club Inc

Jacksonville, FL
10/2019 → 02/2020

Florida State University Art Center

Jacksonville, FL
05/2020 → 08/2020

High Tide Burrito Company

Jacksonville, FL
08/2014 → 06/2017

Episcopal School Of Jacksonville

Jacksonville, FL
08/2017 → 05/2021

Florida State University

Tallahassee, FL
05/2021 → 12/2023

Fidelity Investments

Jacksonville, FL
12/2023 → 08/2025

Wells Fargo Advisors Financial Network, Llc

Jacksonville, FL
11/2025 → Present

Morgan Stanley

Jacksonville, FL
11/2025 → Present

Morgan Stanley Private Bank, N.A

New York, NY

2023-12-22 → 2025-08-22

Wells Fargo Advisors Financial Network, Llc

Jacksonville, FL
2021-10-12 → 2023-08-18

Fidelity Personal And Workplace Advisors

Jacksonville, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-08-30

Other Firms