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Matthew Patrick Maguire

Investment adviser representative at Morgan Stanley
10 yearsExperience
3 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

10 years in the industry.

  1. Morgan StanleyJun 2026 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to May 2026
  3. King Street Hospitality Group LLCAug 2024 to Oct 2024
  4. Mule Barn TavernMay 2024 to Dec 2025
  5. College of CharlestonAug 2022 to May 2025
  6. Brookdale Community CollegeJan 2021 to Aug 2022
  7. Gabriella's Italian SteakhouseMay 2019 to Aug 2019
  8. Pazzo MmxSep 2018 to Jul 2023
  9. Middletown High School NorthSep 2016 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 3 states (NJ, NY, 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
8216440
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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