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Matthew James Beaulieu

Morgan Stanley

Shrewsbury, NJ

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-15
NJ RA APPROVED 2023-03-13
  • TX RA
    APPROVED_RES
    Since 2023-03-15
  • NJ RA
    APPROVED
    Since 2023-03-13

Branch Locations

1030 Broad Street 3Rd Floor, Shrewsbury, NJ 07702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. New York NY 01/1994 02/2023
Morgan Stanley Shrewsbury NJ 03/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-24
S63 Uniform Securities Agent State Law Examination 1995-02-17
  • S65 Uniform Investment Adviser Law Examination
    1997-10-24
  • S63 Uniform Securities Agent State Law Examination
    1995-02-17
Other Names
  • Matthew James Beaulieu

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SHREWSBURY, NJ
PARK AVENUE SECURITIES LLC · SHREWSBURY, NJ
SANCTUARY ADVISORS, LLC · SHREWSBURY, NJ
WORLD INVESTMENT ADVISORS, LLC · SHREWSBURY, NJ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SHREWSBURY, NJ
PFS INVESTMENTS INC. · TINTON FALLS, NJ
RAYMOND JAMES & ASSOCIATES, INC. · Tinton Falls, NJ
CETERA INVESTMENT ADVISERS LLC · Tinton Falls, NJ

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