Matthew Burch Kabot

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Sugar Land, TX
• 04/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Houston, TX
• 2002-03-27 → 2007-04-02
  Morgan Stanley Dw Inc.
  Houston, TX

Other Businesses

*562760- 5K LLC; Investment related: Yes; Sugar Land, Texas; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 1; We own a weekend ranch property that grows hay. If we get good crops, we may cut the hay and sell it up to twice per year. In addition, the LLC is created as a risk managment tool.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-05
• S63 Uniform Securities Agent State Law Examination
  1985-10-14