Matthew Newcomb Mckenzie

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-05-05
PA	RA	APPROVED	2018-10-17

TX RA
APPROVED

Since 2020-05-05
PA RA
APPROVED

Since 2018-10-17

Branch Locations

3803 West Chester Pike Suite 200, Newtown Square, PA 19073 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Bryn Mawr	PA	08/2018	Present
Pnc Bank Na	Philadelphia	PA	08/2001	08/2018
Morgan Stanley Private Bank, N.A.	New York	NY	10/2018	Present

08/2018 → Present

Morgan Stanley

Bryn Mawr, PA
08/2001 → 08/2018

Pnc Bank Na

Philadelphia, PA
10/2018 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-17
S63	Uniform Securities Agent State Law Examination	1992-11-18

S66 Uniform Combined State Law Examination

2018-10-17
S63 Uniform Securities Agent State Law Examination

1992-11-18

Other Names

Matthew N Mckenzie

View on SEC IAPD

Current Employers

Morgan Stanley

Disclosures

Employment History

Exams

Other Names

Other Firms

Other Investors

Other Offices

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