Matthew S Carlson

Current Employers

Employment History

• 08/2016 → 08/2022
  Utah Valley University
  Orem, UT
• 12/2016 → 08/2017
  Clearlink
  Orem, UT
• 04/2018 → 12/2018
  Cambridge Financial / Penn Mutual
  Orem, UT
• 01/2019 → 08/2020
  Fidelity Brokerage Services, Llc
  American Fork, UT
• 11/2021 → 09/2023
  E*Trade Securities Llc
  Sandy, UT
• 08/2020 → 01/2021
  The Insurance Pros
  Heber City, UT
• 04/2021 → 10/2021
  Us Health Advisors
  Orem, UT
• 03/2023 → 09/2023
  Morgan Stanley
  Sandy, UT
• 09/2023 → 04/2025
  Morgan Stanley
  Gilbert, AZ
• 01/2025 → 04/2025
  Morgan Stanley Private Bank, N.A
  New York, NY
• 04/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 05/2025 → Present
  Bank Of America, N.A
  Chandler, AZ

Previous Registrations

• 2023-09-21 → 2025-05-06
  Morgan Stanley
  Sandy, UT
  Gilbert, AZ

Other Businesses

*603848 - Little Peak LLC; Investment related: Yes; San Tan Valley, Arizona; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 1; Property Management I*2440266, Entity Type: Entity For Profit, Name of OBA: Little Peak Real Estate, Address: American Fork, Utah, 84003, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 08/04/2023, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: the entity holds a rental property that me and my wife own. She handles all the renters and the finances while I usually handle the maintenance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-08
• S63 Uniform Securities Agent State Law Examination
  2019-05-17

Other Names

• Matthew Scott Carlson
• Matthew Carlson