Matthew S Smith

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

• 01/2025 → Present
  Morgan Stanley
  Dallas, TX
• 07/2021 → 10/2024
  At&T
  Dallas, TX
• 08/2017 → 05/2021
  Clemson University
  Clemson, SC
• 08/2013 → 05/2017
  Highland Park High School
  Dallas, TX
• 03/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-03-07

Other Names

• Matt Scot Smith