Matthew Vincent Harris

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

• 06/2016 → Present
  Morgan Stanley Smith Barney Llc
  Cincinnati, OH
• 06/2016 → Present
  Morgan Stanley, Private Bank N.A.
  New York, NY

Other Businesses

*337230- L211 LLC; Investment related: Yes; Cincinnati, Ohio; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2018; During business hours: 0; After business hours: 3; Property Management 2. H2M2 LLC; Investment related; Cincinnati, OH; Business / Company; Mar 2018; During business hours: 0; After business hours: 5; General business advice 3. *543133 - Indian Hill Schools; Investment related No; Cincinnati, Ohio; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 30; Assistant Coach. *682373- Fufulish, Inc; Investment related: No; Cincinnati, Ohio; Retail/Online Stores, Manufacturing; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 3; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-21
• S63 Uniform Securities Agent State Law Examination
  2000-09-18