Matthew Joseph Van De Motter

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

• 05/2005 → Present
  Citigroup Global Markets Inc.
  Chagrin Falls, OH
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Pepper Pike, OH
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2005-05-09 → 2009-06-01
  Citigroup Global Markets Inc.
  Chagrin Falls, OH
  Pepper Pike, OH
• 1999-06-14 → 2005-05-10
  Morgan Stanley Dw Inc.
  Chagrin Flls, OH

Other Businesses

1. THE BICKNELL FOUNDATION; .1 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 1111 SUPERIOR AVENUE, CLEVELAND, OH; BOARD MEMBER; PHILANTHROPIC GIFTING; REVIEW REQUESTS AND HELPING OVERSEE AND EVALUATE THE INVESTMENT POLICY AND MANAGEMENT OF THE FUND ASSETS; 03/2013 2. RBMV LLC.; Investment related Yes; LLC; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2018; During business hours: 0; After business hours: 1; Partner.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-08-06

Other Names

• Matt Vandemotter
• Mathew J Vandemotter
• Matthew Joseph Vandemotter