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Matthew J Bonshak

Morgan Stanley

Allentown, PA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-09
PA RA APPROVED 2025-08-08
  • TX RA
    APPROVED
    Since 2025-09-09
  • PA RA
    APPROVED
    Since 2025-08-08

Branch Locations

515 West Hamilton Street 7Th Floor, Allentown, PA 18101 • 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
Lehigh University Bethlehem PA 09/2014 12/2017
Ingersoll Rand - Thermo King Minneapolis MN 05/2017 08/2017
Ubs Financial Services Inc. New York NY 02/2018 02/2020
Lehigh University Bethlehem PA 08/2013 12/2017
Morgan Stanley Smith Barney Llc New York NY 02/2020 11/2022
Morgan Stanley Allentown PA 07/2025 Present
Accenture Llp New York NY 12/2022 06/2025
  • 09/2014 → 12/2017
    Lehigh University
    Bethlehem, PA
  • 05/2017 → 08/2017
    Ingersoll Rand - Thermo King
    Minneapolis, MN
  • 02/2018 → 02/2020
    Ubs Financial Services Inc.
    New York, NY
  • 08/2013 → 12/2017
    Lehigh University
    Bethlehem, PA
  • 02/2020 → 11/2022
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 07/2025 → Present
    Morgan Stanley
    Allentown, PA
  • 12/2022 → 06/2025
    Accenture Llp
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-08-25
S66 Uniform Combined State Law Examination 2018-09-20
  • S63 Uniform Securities Agent State Law Examination
    2025-08-25
  • S66 Uniform Combined State Law Examination
    2018-09-20
Designations
Other Names
  • Matthew Joseph Bonshak

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
SECTOR ANALYSTS LLC
LOMBARD ADVISERS INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
ERICKSON FINANCIAL GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

Jessica Ann Paretta
Chris Talpas
JOHN DAVID TUMOLO
PATRICK JAMES HUTCHINSON
DAVID FREDERICK GUENSCH
REKHA MUKESH TRIVEDI
ALIASGHER NURALI SOMJI
Timothy O'Connors

Other Offices

LPL FINANCIAL LLC · ALLENTOWN, PA
SECTOR ANALYSTS LLC · ALLENTOWN, PA
LOMBARD ADVISERS INCORPORATED · Allentown, PA
WELLS FARGO CLEARING SERVICES, LLC · TREXLERTOWN, PA
J.P. MORGAN SECURITIES LLC · Trexlertown, PA
ERICKSON FINANCIAL GROUP, LLC · ALLENTOWN, PA
CETERA INVESTMENT ADVISERS LLC · ALLENTOWN, PA
AMERIPRISE FINANCIAL SERVICES, LLC · WESCOSVILLE, PA

More in Allentown, PA

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