Gilaad Matar

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

• 12/2002 → Present
  Citigroup Global Markets Inc.
  Chicago, IL
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Chicago, IL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2002-12-06 → 2009-06-01
  Citigroup Global Markets Inc.
  Chicago, IL
  Chicago, IL
• 1998-03-24 → 2002-12-09
  Morgan Stanley Dw Inc.
  Chicago, IL

Other Businesses

*621621 - Thornton Distilling; Investment related: No; Thornton, Illinois; Distillery; I helped them with marketing one afternoon in April(proprietor, partner, officer, director, employee, trustee, agent); 4/2024; During business hours: 3; After business hours: 0; Sales/Marketing

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-25
• S63 Uniform Securities Agent State Law Examination
  1996-04-02

Other Names

• Gil Buch