Matthew P Frese

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

• 10/2022 → 09/2023
  E*Trade Securities Llc
  Temple Terrace, FL
• 08/2013 → 08/2017
  Salesianum
  Wilmington, DE
• 08/2017 → 05/2021
  West Chester University
  West Chester, PA
• 05/2018 → 08/2018
  Simm. Associates
  Glasgow, DE
• 06/2019 → 08/2019
  Acme
  Hockessin, DE
• 08/2021 → 10/2022
  Simm. Associates
  Glasgow, DE
• 05/2021 → 08/2021
  Unemployed
  Newark, DE
• 04/2023 → Present
  Morgan Stanley Smith Barney Llc
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-07-31
• S63 Uniform Securities Agent State Law Examination
  2023-02-01

Other Names

• Matt P Frese