Matthew D Payne

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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-18
TX	RA	APPROVED	2026-08-07
NC	RA	APPROVED	2026-07-29

CA RA
APPROVED

Since 2026-08-18
TX RA
APPROVED

Since 2026-08-07
NC RA
APPROVED

Since 2026-07-29

Branch Locations

6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States

1478 Stone Point Drive Suite 500, Roseville, CA 95661 • 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

Organization	City	State	From	To
Morgan Stanley	Charlotte	NC	01/2026	Present
Wells Fargo Bank, Na	Charlotte	NC	01/2020	01/2026
Wells Fargo Bank, N.A	Winston-Salem	NC	07/2014	01/2020

01/2026 → Present

Morgan Stanley

Charlotte, NC
01/2020 → 01/2026

Wells Fargo Bank, Na

Charlotte, NC
07/2014 → 01/2020

Wells Fargo Bank, N.A

Winston-Salem, NC

Other Businesses

*679040- Payne Family NC Properties LLC; Investment related: No; Matthews, North Carolina; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 1; Administrative

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-29

S66 Uniform Combined State Law Examination

2026-07-29

Other Names

Matt David Payne

View on SEC IAPD