Matthew D Geary

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

• 05/2020 → 08/2020
  Lobster West
  Coronado, CA
• 08/2019 → Present
  University Of San Diego
  San Diego, CA
• 08/2020 → 05/2022
  Unemployed
  San Diego, CA
• 07/2017 → 08/2017
  Tommy's Diner
  San Clemente, CA
• 06/2018 → 05/2019
  Dsc Performance
  San Clemente, CA
• 05/2022 → 10/2022
  Lincoln Financial Advisors
  Irvine, CA
• 06/2012 → 07/2017
  Unemployed
  San Clemente, CA
• 08/2017 → 06/2018
  Unemployed
  San Clemente, CA
• 05/2019 → 05/2020
  Unemployed
  San Diego, CA
• 07/2023 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-12-02

Other Names

• Matthew Daniel Geary
• Matthew Geary