Adviser and broker representative · Morgan Stanley
Matthew M. Merlo
CRD 8154069 · Louisville, KY
At a glance
Matthew M. Merlo is an investment adviser representative with Morgan Stanley in Louisville, KY, according to the SEC’s Investment Adviser Public Disclosure records. Matthew is also registered as a broker representative.
Current advisory firm
- Morgan StanleySince August 2026Louisville, KY · $1.96T in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Matthew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.