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Conor Matthews

Morgan Stanley

Purchase, NY

CRD 8285647

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-26
  • NY RA
    APPROVED
    Since 2026-08-26

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Purchase NY 07/2026 Present
Playgroups School East Setauket NY 07/2023 08/2023
Newmark Boston NY 06/2024 08/2024
Pallas Capital Advisors Braintree MA 06/2025 08/2025
Connecticut College New London CT 08/2022 05/2026
Ward Melville Senior High School East Setauket NY 09/2019 06/2022
Paul J Gelinas Jr High School East Setauket NY 09/2016 06/2019
  • 07/2026 → Present
    Morgan Stanley
    Purchase, NY
  • 07/2023 → 08/2023
    Playgroups School
    East Setauket, NY
  • 06/2024 → 08/2024
    Newmark
    Boston, NY
  • 06/2025 → 08/2025
    Pallas Capital Advisors
    Braintree, MA
  • 08/2022 → 05/2026
    Connecticut College
    New London, CT
  • 09/2019 → 06/2022
    Ward Melville Senior High School
    East Setauket, NY
  • 09/2016 → 06/2019
    Paul J Gelinas Jr High School
    East Setauket, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-19
S63 Uniform Securities Agent State Law Examination 2026-07-10
  • S66 Uniform Combined State Law Examination
    2026-08-19
  • S63 Uniform Securities Agent State Law Examination
    2026-07-10

View on SEC IAPD

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