Matthew Narlinger

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

• 05/2016 → 05/2018
  Unemployed
  River Vale, NJ
• 05/2018 → 06/2019
  Thrivent Investment Management, Inc.
  Montvale, NJ
• 05/2018 → 06/2019
  Thrivent Financial
  Appleton, WI
• 07/2019 → 03/2024
  Wells Fargo Clearing Services Llc
  New York, NY
• 03/2024 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 04/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-07-09 → 2024-03-11
  Wells Fargo Clearing Services, Llc
  New York, NY
• 2018-06-29 → 2019-07-09
  Thrivent Investment Management Inc.
  Montvale, NJ

Other Businesses

*586574 - Sports Official; Investment related-No; N/A, New Jersey; Civic/Religious/Community; Sports Official (proprietor, partner, officer, director, employee, trustee, agent); 01/2018; During business hours: 0; After business hours: 12; Sports Official

Exams

• S66 Uniform Combined State Law Examination
  2018-06-27
• S65 Uniform Investment Adviser Law Examination
  2001-07-13

Designations

• Chartered Financial Analyst

Other Names

• Matthew Paul Narlinger
• Matt Narlinger
• Matthew P Narlinger