Matthew Han

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

• 06/2019 → 09/2019
  Lpl Financial
  East Farmingdale, NY
• 07/2020 → 12/2020
  Mfs Investment Management
  Boston, MA
• 07/2021 → 01/2022
  Mfs Investment Management
  Boston, MA
• 06/2022 → 08/2022
  Morgan Stanley
  Wellesley Hills, MA
• 07/2023 → 10/2024
  Ubs Financial Services
  Weehakwen, NJ
• 01/2023 → 06/2023
  Lynx Fitness Club
  Boston, MA
• 05/2018 → 09/2018
  University Gardens Pool
  University Gardens, NY
• 05/2021 → 06/2021
  Russell Gardens Pool
  Russell Gardens, NY
• 04/2022 → 05/2022
  Russell Gardens Pool
  Russell Gardens, NY
• 07/2013 → 04/2018
  Unemployed
  Great Neck, NY
• 10/2018 → 05/2019
  Unemployed
  Great Neck, NY
• 10/2019 → 06/2020
  Unemployed
  Great Neck, NY
• 01/2021 → 04/2021
  Unemployed
  Great Neck, NY
• 02/2022 → 03/2022
  Unemployed
  Great Neck, NY
• 09/2022 → 12/2022
  Unemployed
  Great Neck, NY
• 10/2024 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2023-12-13 → 2024-10-10
  Ubs Financial Services Inc.
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2023-05-22

Other Names

• Matthew Han
• Matthew Rc Han