Matthew Emile Savard

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Houston, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*492127 - LJ MAC Investments LLC; Investment related No; Houston, Texas; Technology; Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 0; Passive cash investor *596189 - Lo Jack Investments LLC; Investment related: Yes; Houston, Texas; Real Estate; Manager-Listed as manager on doc but I have no managerial duties(proprietor, partner, officer, director, employee, trustee, agent); 6/2024; During business hours: 0; After business hours: 0; No responsibilities *686247- Envision Title Alliance LLC; Investment related: Yes; Houston, Texas; Real Estate; Other Spouse of VP, completely passive other than that (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 0; Other I have 0 duties/obligations

Exams

• S66 Uniform Combined State Law Examination
  2011-01-24
• S63 Uniform Securities Agent State Law Examination
  2006-05-27

Other Names

• Matthew Emile Savaro