Matthew Valero
Investment adviser representative at Morgan Stanley
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Morgan StanleyNov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to Nov 2024
- Charles Schwab & Co., Inc.Sep 2022 to Oct 2024
- University of Texas At ArlingtonAug 2021 to Aug 2023
- Tarrant County CollegeAug 2019 to May 2021
- Trophy Club Country ClubJun 2019 to Sep 2022
- Southlake Tennis CenterJun 2018 to Jun 2019
- UnemployedJan 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7696937
- Firm CRD
- 149777