Matthew M Wojcik

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

• 03/2001 → 04/2023
  Ubs Financial Services Inc.
  Red Bank, NJ
• 04/2023 → Present
  Morgan Stanley Smith Barney Llc
  The Villages, FL
• 06/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2002-05-31 → 2023-06-06
  Ubs Financial Services Inc.
  Wall, NJ
  Weehawken, NJ
  Weehawken, NJ
  Red Bank, NJ
  Wall, NJ
  Red Bank, NJ

Other Businesses

*611746- Whoa Joe LLC; Investment related: Yes; The Villages, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 1; After business hours: 3; Administrative, Accounting/Bookkeeping, Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-06
• S63 Uniform Securities Agent State Law Examination
  1995-01-05

Other Names

• Matthew Michael Wojcik
• Matt Wojcik