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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2015-12-11 |
| TX | RA | APPROVED_RES | 2015-08-21 |
Branch Locations
35 Village Road Suite 601, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Middleton | MA | 07/2015 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2023 | Present |
*401594 - Matthew Anthony; Investment Related Yes; Melrose, MA; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Jun 2020; During Business Hours: 0; After Business Hours: 2; Property Management. *651615- St. John's Prep; Investment related: No; Danvers, Massachusetts; Education; Trustee Associate Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 1; help promote the high school
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-22 |
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