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Matthew Buschow

Investment adviser representative at Morgan Stanley
15 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

15 years in the industry.

  1. Morgan StanleyJun 2025 to now
  2. Wells Fargo Clearing Services, LLCNov 2022 to Jul 2025
  3. Wells Fargo Bank, NAAug 2019 to Jul 2025
  4. Wild Goose TavernJan 2017 to Aug 2019
  5. Law Offices of Robin C. BevierJan 2011 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2025

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
7668809
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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