Matthew J Petello

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → 05/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2019 → 07/2020
  Real Social Dynamics, Inc.
  Las Vegas, NV
• 07/2018 → 08/2019
  K'(Prime) Technologies
  Phoenix, AZ
• 11/2017 → 05/2018
  Premier Lab Solutions
  Phoenix, AZ
• 04/2016 → 11/2017
  Crown Peak Industries
  Scottsdale, AZ
• 05/2018 → 08/2018
  Will-Powered, Llc
  Scottsdale, AZ
• 02/2020 → 06/2020
  Self Employed
  San Francisco, CA
• 03/2020 → 07/2020
  Self Employed
  San Francisco, CA
• 03/2020 → 07/2020
  Grubhub, Inc.
  Chicago, IL
• 06/2020 → 07/2021
  Self Employed
  San Francisco, CA
• 11/2020 → 11/2020
  Self-Employed
  San Francisco, CA
• 06/2021 → 08/2022
  Robinhood Financial, Llc
  Tempe, AZ
• 10/2022 → 07/2023
  Morgan Stanley
  Gilbert Us, AZ
• 12/2023 → Present
  Morgan Stanley
  Gilbert, AZ
• 08/2023 → 11/2023
  Unemployed
  Na, AZ

Previous Registrations

• 2023-01-26 → 2023-08-14
  Morgan Stanley
  Gilbert, AZ
  Tempe, AZ
  Tempe, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-01-26
• S63 Uniform Securities Agent State Law Examination
  2020-11-25

Other Names

• Matt Petello
• Matthew John Petello
• Matthew Petello
• Matt John Petello