Thomas Earl Matug

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

• 12/2013 → 05/2024
  Fifth Third Securities
  Shorewood, IL
• 05/2024 → Present
  Morgan Stanley Smith Barney Llc
  Orland Park, IL
• 06/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-01-02 → 2024-05-08
  Fifth Third Securities, Inc.
  Shorewood, IL
  Romeoville, IL
  New Lenox, IL
  Orland Park, IL
  Orland Park, IL
  Orland Park, IL
  Lockport, IL
  Kankakee, IL
  Shorewood, IL
  Mokena, IL
  Shorewood, IL
  Orland Park, IL
  Orland Park, IL
  Mokena, IL
  Tinley Park, IL
  New Lenox, IL
  Matteson, IL
  New Lenox, IL
  Country Club Hills, IL
  Tinley Park, IL
  Mokena, IL

Exams

• S66 Uniform Combined State Law Examination
  2013-12-30

Other Names

• Thomas Matug
• Tom E Matug
• Thomas E Matug