Matthew M Sikorski

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

• 01/2016 → 01/2018
  Hilltop Securities Inc.
  Ft Lauderdale, FL
• 01/2018 → 04/2022
  Wunderlich Securities, Inc.
  Memphis, TN
• 05/2022 → 09/2023
  E*Trade Securities Llc
  Alpharetta, GA
• 05/2022 → 09/2023
  E*Trade Capital Management Llc
  Alpharetta, GA
• 03/2023 → Present
  Morgan Stanley
  Greenwood Village, CO
• 09/2023 → 09/2023
  Morgan Stanley
  Alpharetta, GA
• 09/2023 → 09/2023
  Morgan Stanley
  Alpharetta, GA

Previous Registrations

• 2022-06-03 → 2023-09-05
  Harrisdirect Llc
  Charlotte, NC
  Arlington, VA
  Charlotte, NC
  Castle Rock, CO
  Alpharetta, GA
• 2018-03-06 → 2022-04-13
  B. Riley Wealth Management
  Ft. Lauderdale, FL
  Miami, FL
  F. Lauderdale, FL
  Charlotte, NC
  Charlotte, NC
  New York, NY
  Miami, FL
• 2016-03-15 → 2018-01-31
  Hilltop Securities Inc.
  Fort Lauderdale, FL
• 2014-10-22 → 2015-07-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2014-10-21

Other Names

• Matthew Michael Sikorski
• Matt Michael Sikorski