Matthew Williams

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

• 04/2019 → 08/2021
  Edward Jones
  St. Louis, MO
• 01/2018 → 04/2019
  Mlw Consulting, Inc.
  Centennial, CO
• 01/2017 → 10/2017
  Hayman Company
  Southfield, MI
• 01/2012 → 12/2016
  Mlw Consulting, Inc.
  Centennial, CO
• 08/2021 → Present
  Morgan Stanley Smith Barney Llc
  Greenwood Village, CO
• 08/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-06-18 → 2021-08-09
  Edward Jones
  St Louis, MO
  Centennial, CO
  Greenwood Village, CO

Other Businesses

*656460- Colorado Ice Hockee Referees Association; Investment related: No; Golden, Colorado; Ice Hockee Referee; 1099 Referee for ice hockey games (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 10; Referee for ice hockey games

Exams

• S66 Uniform Combined State Law Examination
  2019-06-17

Other Names

• Matthew L Williams
• Matt Williams