George Ezio Di Matteo

CRD 1189418 · Morgan Stanley · Williamsville, NY

IA RegisteredBroker

Also appears in the source record as: George Ezio Dimatteo

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 63Series 65SIESeries 7
Registered states (37): Alabama · Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Kentucky · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington
Years in the industry (source record): 43
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (8)

From the source registration record · current first

Morgan StanleyCurrent
Williamsville, NY · IA capacity

Aug 28, 2020 → present
Ubs Financial Services Inc.
BD capacity

Feb 9, 2007 → Sep 8, 2020
Ubs Financial Services Inc.
IA capacity

Feb 9, 2007 → Sep 8, 2020
Mcdonald Investments Inc.
BD capacity

May 14, 1999 → Feb 9, 2007
Mcdonald Investments Inc.
IA capacity

May 14, 1999 → Feb 9, 2007
Key Investments Inc.
BD capacity

Jan 11, 1993 → May 14, 1999
Liberty Securities Corporation
BD capacity

Oct 1, 1990 → Jan 22, 1993
Empire National Securities, Incorporated
BD capacity

Sep 22, 1983 → Oct 29, 1990

Source & corrections

Where this page comes from

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