Matthew A Funk

Employer firm

Morgan Stanley Investment Management Inc. CRD 110353

$702B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
• 08/2014 → 05/2018
  Temple University
  Philadelphia, PA
• 06/2017 → 06/2018
  Bank Of America Merrill Lynch
  Wayne, PA
• 07/2019 → Present
  Morgan Stanley Distribution, Inc.
  West Conshohocken, PA

Previous Registrations

• 2018-10-05 → 2019-07-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2018-10-01

Other Names

• Matthew Funk
• Matthew Albert Funk