Matthew G Wagner
Investment adviser representative at Morgan Stanley
18 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Matthew G Wagner? 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
18 years in the industry.
- Morgan StanleyJun 2025 to now
- University of California, Santa BarbaraSep 2024 to now
- StudentAug 2008 to now
- San Marcos High SchoolSep 2023 to May 2024
- Santa Barbara City CollegeAug 2023 to Aug 2025
- Total BaseballAug 2022 to Aug 2023
- Moorpark CollegeAug 2021 to May 2023
- Porta Via RestaurantAug 2021 to Dec 2021
- Cali CampJun 2021 to Aug 2024
- Rosti Tuscan KitchenMay 2019 to Jan 2025
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8079328
- Firm CRD
- 149777