Matthew Heise is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2024-07-29 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2022-11-21 | 2024-07-30 | — |
| LAKE STREET PRIVATE WEALTH, LLC | 2020-08-03 | 2020-09-21 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-01-10 | 2020-07-27 | — |