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Matthew Leigh Robertson

Wise Investment Management

Austin, TX

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Current Employers
Wise Investment Management

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-22
  • TX RA
    APPROVED
    Since 2026-01-22

Branch Locations

Austin, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Morgan Stanley Austin TX 12/2013 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 07/2018
Wise Holdings, Inc. Austin TX 08/2018 Present
  • 12/2013 → Present
    Morgan Stanley
    Austin, TX
  • 01/2015 → 07/2018
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 08/2018 → Present
    Wise Holdings, Inc.
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-20
S63 Uniform Securities Agent State Law Examination 1996-04-16
  • S66 Uniform Combined State Law Examination
    2014-02-20
  • S63 Uniform Securities Agent State Law Examination
    1996-04-16
Other Names
  • Matthew L Robertson

View on SEC IAPD

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