Best Investors Account Sign in

Paul Matthews

Morgan Stanley

Boston, MA

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-01-08
TX RA APPROVED 2026-01-08
  • CT RA
    APPROVED
    Since 2026-01-08
  • TX RA
    APPROVED
    Since 2026-01-08

Branch Locations

28 State Street 26Th Floor, Boston, MA 02109 • 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
Penn Mutual Life Insurance Horsham PA 06/2017 03/2018
Tufts University Medford MA 09/2013 05/2017
Hornor Townsend & Kent Inc. Horsham PA 09/2017 03/2018
J.P. Morgan Chase Bank, N.A. Boston MA 05/2018 01/2026
J.P. Morgan Securities, Llc. Boston MA 05/2018 01/2026
Kforce Boston MA 04/2018 04/2018
Morgan Stanley Smith Barney Llc Boston MA 01/2026 Present
  • 06/2017 → 03/2018
    Penn Mutual Life Insurance
    Horsham, PA
  • 09/2013 → 05/2017
    Tufts University
    Medford, MA
  • 09/2017 → 03/2018
    Hornor Townsend & Kent Inc.
    Horsham, PA
  • 05/2018 → 01/2026
    J.P. Morgan Chase Bank, N.A.
    Boston, MA
  • 05/2018 → 01/2026
    J.P. Morgan Securities, Llc.
    Boston, MA
  • 04/2018 → 04/2018
    Kforce
    Boston, MA
  • 01/2026 → Present
    Morgan Stanley Smith Barney Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-07
S63 Uniform Securities Agent State Law Examination 2017-11-01
  • S66 Uniform Combined State Law Examination
    2025-04-07
  • S63 Uniform Securities Agent State Law Examination
    2017-11-01
Designations
Other Names
  • Paul Timothy Matthews

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor