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Mathew W Lewis

Morgan Stanley

Los Angeles, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-17
CA RA APPROVED 2021-11-16
  • TX RA
    APPROVED
    Since 2021-11-17
  • CA RA
    APPROVED
    Since 2021-11-16

Branch Locations

1999 Avenue Of The Stars Suite 2400, Los Angeles, CA 90067 • 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 San Francisco CA 09/2021 11/2021
Dashlane Inc. Ney York NY 09/2016 09/2021
Okta Inc. San Francisco CA 08/2015 09/2016
Morgan Stanley Orinda CA 11/2021 Present
Morgan Stanley Private Bank, N.A New York NY 02/2022 Present
  • 09/2021 → 11/2021
    Morgan Stanley
    San Francisco, CA
  • 09/2016 → 09/2021
    Dashlane Inc.
    Ney York, NY
  • 08/2015 → 09/2016
    Okta Inc.
    San Francisco, CA
  • 11/2021 → Present
    Morgan Stanley
    Orinda, CA
  • 02/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-20
  • S66 Uniform Combined State Law Examination
    2021-10-20
Other Names
  • Mat Lewis

View on SEC IAPD

Other Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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