Matthew A Kerr

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

• 04/2024 → Present
  Morgan Stanley
  Menlo Park, CA
• 06/2015 → Present
  Alice's Restaurant
  Woodside, CA
• 09/2013 → 06/2023
  Full Time Education
  Chico, CA

Other Businesses

592418 - Alice's Restaurant; Investment Related - No; Woodside, California; Restaurant/Bar/Nightclub; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2015; During Business Hours: 0; After Business Hours: 8; Customer Service, Labor/Service, Sales/Marketing, Administrative.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-22

Other Names

• Matthew Alexander Kerr