Matthew D Geary
Investment adviser representative at Morgan Stanley
14 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Matthew D Geary? 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
14 years in the industry.
- Morgan StanleyJul 2023 to now
- Morgan Stanley Smith Barney LLCJul 2023 to now
- University of San DiegoAug 2019 to now
- Lincoln Financial AdvisorsMay 2022 to Oct 2022
- UnemployedAug 2020 to May 2022
- Lobster WestMay 2020 to Aug 2020
- UnemployedMay 2019 to May 2020
- Dsc PerformanceJun 2018 to May 2019
- UnemployedAug 2017 to Jun 2018
- Tommy's DinerJul 2017 to Aug 2017
- UnemployedJun 2012 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7540685
- Firm CRD
- 149777