Matthew Rhett Chasin

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

• 06/2015 → 05/2017
  Rbc Capital Markets, Llc
  New York, NY
• 06/2017 → 01/2018
  Exos Securities Llc
  New York, NY
• 01/2018 → 02/2019
  Exos Securities Llc
  New York, NY
• 02/2019 → 10/2020
  Ubs Financial Services Inc.
  New York, NY
• 10/2020 → Present
  Morgan Stanley Smith Barney Llc
  Greenwich, CT
• 12/2020 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

NAME OF ENTITY: Virtual Enterprise International. ADDRESS OF BUSINESS: New York, NY. BUSINESS DESCRIPTIONS: Business School supplement program for middle/high school students. BUSINESS IS/IS NOT INVESTMENT RELATED: NO. PROJECTED START DATE: - 11/25/2016. PROJECTED END DATE: - No Anticipated End Date. CAPACITY: Board Member and Member of Fundraising Committee. DUTIES PERFORMED: Strategy, planning and fundraising. HOURS DEVOTED TO THIS OBA PER MONTH: 02. HOURS DEVOTED DURING SECURITY TRADING HOURS PER MONTH: 00. *582563 - Stuy Town LLC; Investment related-Yes; Greenwich, Connecticut; Real Estate, Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 1; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2025-03-27
• S63 Uniform Securities Agent State Law Examination
  1993-08-25

Other Names

• Matthew R Chasin