Matthew Gene Bellucci

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Naples, FL
• 02/2017 → Present
  Morgan Stanley Smith Barney Llc
  Marco Island, FL

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Rochester, NY
  Naples, FL
• 2006-03-16 → 2007-04-02
  Morgan Stanley Dw Inc.
  Rochester, NY
  Rochester, NY
• 2004-08-11 → 2006-02-24
  Wall Street Financial Group, Inc.
  Fairport, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-17
• S63 Uniform Securities Agent State Law Examination
  1999-03-08

Other Names

• Matthew Bellucci