Matthew Olea Chavez
Investment adviser representative at Morgan Stanley
13 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
13 years in the industry.
- Morgan StanleySep 2024 to now
- The Vanguard Group, Inc.Mar 2022 to Sep 2024
- Odin EnergyJan 2022 to Mar 2022
- SpotrxMay 2021 to Dec 2021
- Aml Right SourceApr 2021 to Apr 2021
- AmazonAug 2019 to Oct 2019
- Angry Crab ShackDec 2017 to Apr 2021
- Grand Canyon UniversityAug 2017 to Dec 2020
- FordAug 2017 to Dec 2017
- Angry Crab ShackMay 2016 to Aug 2017
- Desert EdgeAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7516324
- Firm CRD
- 149777