Matthew P Kutz

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

• 08/2022 → 06/2024
  Wolfe Research Securities
  New York, NY
• 06/2017 → 08/2017
  Teacher's Federal Credit Union
  Hauppauge, NY
• 06/2018 → 08/2021
  Town Of Huntington
  Huntington, NY
• 06/2021 → 01/2022
  Garville Corp
  Old Tappan, NJ
• 09/2014 → 06/2018
  Northport High School
  Northport, NY
• 08/2018 → 05/2022
  Marist College
  Poughkeepsie, NY
• 07/2023 → 06/2024
  Wolfe Research Advisors, Llc
  New York, NY
• 09/2024 → Present
  Morgan Stanley
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-10-18
• S63 Uniform Securities Agent State Law Examination
  2023-09-08

Other Names

• Matt Kutz
• Matthew Paul Kutz