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Matthew B Risko

Investment adviser representative at Morgan Stanley
12 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

12 years in the industry.

  1. Morgan StanleyMay 2026 to now
  2. Amazon (self-employed/independent Contractor)Mar 2023 to now
  3. Mike Risko MusicApr 2020 to now
  4. M&t BankJun 2025 to Apr 2026
  5. Q & R Financial ServicesJan 2025 to Feb 2025
  6. Rutgers University - CamdenSep 2024 to Aug 2025
  7. Ossining Recreation and ParksJun 2023 to Aug 2023
  8. Self-employedJun 2022 to Jul 2025
  9. Ossining Recreation and ParksJun 2022 to Aug 2022
  10. Briarcliff Manor Recreation DepartmentMay 2022 to Sep 2022
  11. Pace UniversityJan 2022 to May 2024
  12. The Tasty TableAug 2019 to Mar 2020
  13. Ossining Children's CenterJun 2018 to Jul 2021
  14. Ossining High SchoolSep 2017 to Jun 2021
  15. Unemployed (summer Between Middle and High School)Jul 2017 to Aug 2017
  16. Anne M Dorner Middle SchoolSep 2014 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2026
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
8230638
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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