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Matthew Michael Merlo

Morgan Stanley

Louisville, KY

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-08-14
  • KY RA
    APPROVED
    Since 2026-08-14

Branch Locations

4969 Us Highway 42 Suite 1200, Louisville, KY 40222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Louisville KY 09/2025 Present
The Charming Turtle Louisville KY 08/2024 12/2025
Five Iron Golf Louisville KY 04/2024 08/2024
University Of Louisville Louisville KY 01/2024 04/2024
Ymca Of Greater Cincinnati Burlington KY 04/2021 08/2023
Conner High School Hebron KY 08/2019 05/2023
Conner Middle School Hebron KY 08/2016 05/2019
Unemployed Burlington KY 05/2019 08/2019
University Of Louisville Louisville KY 08/2023 Present
  • 09/2025 → Present
    Morgan Stanley
    Louisville, KY
  • 08/2024 → 12/2025
    The Charming Turtle
    Louisville, KY
  • 04/2024 → 08/2024
    Five Iron Golf
    Louisville, KY
  • 01/2024 → 04/2024
    University Of Louisville
    Louisville, KY
  • 04/2021 → 08/2023
    Ymca Of Greater Cincinnati
    Burlington, KY
  • 08/2019 → 05/2023
    Conner High School
    Hebron, KY
  • 08/2016 → 05/2019
    Conner Middle School
    Hebron, KY
  • 05/2019 → 08/2019
    Unemployed
    Burlington, KY
  • 08/2023 → Present
    University Of Louisville
    Louisville, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-14
  • S66 Uniform Combined State Law Examination
    2026-08-14
Other Names
  • Matthew M Merlo

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
WAYCROSS GP, LLC · LOUISVILLE, KY
WAYCROSS PARTNERS, LLC · LOUISVILLE, KY
PNC WEALTH MANAGEMENT LLC · Louisville, KY
KESTRA ADVISORY SERVICES, LLC · Louisville, KY
LPL FINANCIAL LLC · LOUISVILLE, KY
LPL FINANCIAL LLC · LOUISVILLE, KY
LPL FINANCIAL LLC · LOUISVILLE, KY

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