Matthew Carter

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

• 04/2022 → 12/2023
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 10/2013 → 04/2019
  United States Army
  Fort Bragg, NC
• 07/2019 → 12/2021
  Cornell University Student
  Ithaca, NY
• 01/2022 → 03/2022
  Unemployed
  Chico, CA
• 09/2025 → Present
  Morgan Stanley
  San Francisco, CA
• 01/2024 → 03/2024
  Unemployed
  San Francisco, CA
• 04/2024 → 09/2024
  San Francisco Giants
  San Francisco, CA
• 10/2024 → 03/2025
  Unemployed
  San Francisco, CA
• 04/2025 → 08/2025
  San Francisco Giants
  San Francisco, CA

Previous Registrations

• 2022-08-16 → 2024-01-02
  Morgan Stanley
  San Francisco, CA

Other Businesses

*686741- San Francisco Giants; Investment related- No; San Francisco, California; Professional Sports; Employee (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 20; Customer Service.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-15

Other Names

• Matt Carter
• Matthew J Carter