Matthew S Lenza

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

• 02/2018 → 01/2020
  Ubs Financial Services Inc.
  Weehawken, NJ
• 03/2010 → 03/2017
  Tri City Umpires
  Morganville, NJ
• 03/2017 → 02/2018
  N/A
  N/A, NJ
• 06/2021 → Present
  Morgan Stanley
  New York, NY
• 01/2020 → 06/2021
  N/A
  N/A, NJ

Previous Registrations

• 2018-06-13 → 2020-01-27
  Ubs Financial Services Inc.
  Weehawken, NJ

Other Businesses

*591556 - Garden Bridge Ventures LLC; Investment Related - Yes; Hoboken, New Jersey; Rental Property; Sole Proprietor/Owner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2024; During Business Hours: 0; After Business Hours: 4; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2018-06-12