Matthew Heise
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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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
10 years in the industry.
- Morgan Stanley Private Bank, N.AAug 2024 to now
- Morgan StanleyJul 2024 to now
- Morgan Stanley Smith Barney LLCJul 2024 to now
- Bank of America, N.A.Aug 2022 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Jul 2024
- Jysamuel, Inc.Oct 2021 to Aug 2022
- UnemployedSep 2020 to Oct 2021
- Lake Street Financial, LLCAug 2020 to Sep 2020
- Bank of America, N.A.Dec 2019 to Jul 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Jul 2020
- Old Willow Partners LLCJun 2018 to Jul 2019
- Varsity Views LLCJun 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
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
- 7181452
- Firm CRD
- 149777