Matthew Yonally

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

• 05/2015 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Barbara, CA
• 08/2015 → 01/2026
  Bank Of America, N.A.
  Santa Barbara, CA
• 01/2026 → Present
  Morgan Stanley Smith Barney Llc.
  Santa Barbara, CA
• 03/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-05-21 → 2026-01-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Barbara, CA
  Goleta, CA
• 2008-08-29 → 2015-06-01
  Ubs Financial Services Inc.
  Santa Barbara, CA
• 1997-07-08 → 2008-09-15
  Citigroup Global Markets Inc.
  Santa Barbara, CA
  Santa Barbara, CA

Other Businesses

(1) 680956 - AMM Inc. / Not Investment Related / Ventura, CA / Religious Non-Profit / Board Member / Start 01-January-2020 / 3 hours devoted monthly / 3 during trading / Raise funds to support ministry through music. (2) 692778 - Santa Barbara Polo Club / Not Investment Related / Carpenteria, CA / Polo Club / Board Member / Start 25-April-2026 / 1 hour devoted monthly / 0 during trading / Administrative.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-03
• S63 Uniform Securities Agent State Law Examination
  1985-11-22

Other Names

• Matt Yonally
• Matthew T Yonally
• Matthew Todd Yonally