Matthew A Rafeedie

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

• 05/2023 → Present
  Morgan Stanley
  Palm Beach Gardens, FL
• 06/2021 → 02/2023
  Gforce Technology Consulting
  Alpharetta, GA
• 04/2023 → 05/2023
  Olde Suwanee Golf Course
  Suwanee, GA
• 08/2018 → 09/2020
  University Of Redlands
  Redlands, CA
• 06/2017 → 09/2017
  Chipotle
  Malibu, CA
• 06/2016 → 09/2016
  City Of Malibu
  Malibu, CA
• 08/2016 → 05/2020
  University Of Redlands
  Redlands, CA
• 08/2020 → 05/2021
  Coro Southern California
  Los Angeles, CA

Other Businesses

*553103 -Worklight; Investment related: No; Saint Louis; Minnesota; Non-Profit; (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 0; After business hours: 15; Finance Committee; Administrative *659711 -St. Mark's Episcopal School/Community Soccer Team Palm Beach Gardens and Riviera Beach; Investment related: No; Palm Beach Gardens; Florida; Education, Recreation; (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 8; After business hours: 27; Coach

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-28
• S63 Uniform Securities Agent State Law Examination
  2026-03-09