Matthew C Stone

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

• 04/2023 → Present
  Morgan Stanley
  New York, NY
• 07/2022 → 02/2023
  Meridian Capital Group
  New York, NY
• 07/2021 → 08/2021
  Wake Forest University Athletics
  Winston-Salem, NC
• 05/2020 → 05/2022
  The Ambassadors Company
  Hillsborough, CA
• 01/2012 → 04/2020
  Unemployed
  Larchmont, NY
• 09/2015 → 05/2018
  Fordham Preparatory School
  Bronx, NY
• 08/2018 → 05/2022
  Wake Forest University
  Winston-Salem, NC

Exams

• S66 Uniform Combined State Law Examination
  2026-04-02
• S63 Uniform Securities Agent State Law Examination
  2023-05-26