Matthew John Gannon

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → 04/2018
  Morgan Stanley & Co., Incorporated
  New York, NY
• 06/2009 → 04/2018
  Morgan Stanley Smith Barney
  Purchase, NY
• 05/2018 → Present
  Ubs Financial Servcies Inc.
  New York, NY

Previous Registrations

• 2009-06-01 → 2018-04-27
  Morgan Stanley
  Purchase, NY
  Purchase, NY
• 2007-11-27 → 2009-06-01
  Morgan Stanley & Co. Llc
  Purchase, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2007-11-26

Other Names

• Matthew John Gannon
• Matthew Gannon