Robert J Matina

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-16
OH	RA	APPROVED	2024-04-25

Branch Locations

4343 Easton Commons, Columbus, OH 43219 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	Columbus	OH	08/2022	Present
Ohio State University History Department	Columbus	OH	08/2019	08/2022
Ohio State University	Columbus	OH	08/2018	08/2022
N/A	Rochester	NY	05/2018	08/2018
Boston College	Chestnut Hill	MA	08/2016	05/2018
Boston College History Department	Chestnut Hill	MA	08/2016	05/2018
Boston College - Learning Resources For Student-Athletes	Chestnut Hill	MA	09/2016	05/2018
Boston University Law School Career Services Center	Boston	MA	07/2017	08/2017

08/2022 → Present

Morgan Stanley

Columbus, OH
08/2019 → 08/2022

Ohio State University History Department

Columbus, OH
08/2018 → 08/2022

Ohio State University

Columbus, OH
05/2018 → 08/2018

N/A

Rochester, NY
08/2016 → 05/2018

Boston College

Chestnut Hill, MA
08/2016 → 05/2018

Boston College History Department

Chestnut Hill, MA
09/2016 → 05/2018

Boston College - Learning Resources For Student-Athletes

Chestnut Hill, MA
07/2017 → 08/2017

Boston University Law School Career Services Center

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-04-24