Evelyn D Mattos
Investment adviser representative at Morgan Stanley
18 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Evelyn D Mattos? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Morgan StanleyFeb 2023 to now
- UnemployedOct 2022 to Jan 2023
- HSBC Securities (USA) Inc.Mar 2021 to Jan 2022
- HSBC Bank USA, N.A.Mar 2008 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3125032
- Firm CRD
- 149777