Matthew Taylor Larson

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

• 10/2023 → Present
  Morgan Stanley
  New York, NY
• 08/2019 → 05/2023
  University Of Arizona
  Tucson, AZ
• 08/2015 → 05/2019
  Saint Francis High School
  Mountain View, CA
• 10/2022 → 08/2023
  Round Table Pizza
  Menlo Park, CA
• 05/2018 → 09/2019
  Round Table Pizza
  Menlo Park, CA
• 08/2022 → 05/2023
  Murex Affiliated With The University Of Arizona
  Tucson, AZ
• 05/2021 → 08/2021
  Menlo Circus Country Club
  Menlo Park, CA
• 05/2019 → 07/2019
  Whole Foods
  Redwood City, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-02-29

Other Names

• Matthew T Larson