Matthew Bruce Ives

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

• 04/2007 → Present
  Morgan Stanley & Co., Incorporated
  Palo Alto, CA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Palo Alto, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Palo Alto, CA
• 1997-07-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  Palo Alto, CA
  Palo Alto, CA

Other Businesses

1. CONFERENCE ON CHARITABLE GIVING PROGRAM COMMITTEE; ADVISORY BOARD; 10/2012 *488962 - North Fork Association; Investment related No; Soda Springs, California; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 5; *510362 - Trust; Investment related: Yes; Los Altos, California; Trust; Trustee/Co-Trustee; During business hours: 1; After business hours: 1; *540265- Trust; Investment related-Yes; Palo Alto, California; 07/2022; During business hours: 0.25; After business hours: 1.75

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-05-08
• S63 Uniform Securities Agent State Law Examination
  1980-05-10