Matthew Charles Carroll

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

• 12/2018 → 12/2025
  J.P. Morgan Chase Bank, N.A
  Philadelphia, PA
• 01/2019 → 12/2025
  J.P. Morgan Securities, Llc
  Philadelphia, PA
• 12/2010 → 10/2017
  Atlanta Braves Baseball Club
  Atlanta, GA
• 04/2018 → 10/2018
  Volvo Cars Of Fort Washington
  Fort Washington, PA
• 11/2017 → 03/2018
  Unemployed
  Flourtown, PA
• 12/2025 → Present
  Morgan Stanley Smith Barney Llc
  West Conshohocken, PA
• 12/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2020-11-25 → 2025-12-04
  J.P. Morgan Securities Llc
  Boston, MA
  Philadelphia, PA
  White Plains, NY
  Flourtown, PA

Exams

• S66 Uniform Combined State Law Examination
  2020-11-25

Other Names

• Matthew Charles Carroll
• Matthew Carroll