DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

MATTHEW VELLA

Advisor at MORGAN STANLEY

Garden City, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:12f08540-94dc-baab-b8fd-6f6ba08593c8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Apr 15, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 15, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: May 15, 2008
First registration: Apr 15, 2010
Dual registered: yes, broker-dealer
Other names: MATTHEW THOMAS VELLA
IAPD individual key: 5274850

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Apr 15, 2026	n/a	yes	Garden City, NY	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Apr 14, 2026	no	ROCKVILLE CENTRE, NY\|ROSLYN, NY\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 23, 2023	Mar 31, 2025	no	ROSLYN, NY	Previous registration
MORGAN STANLEY	Wirehouse	Jan 4, 2023	Aug 15, 2023	no	Garden City, NY\|PURCHASE, NY	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Oct 14, 2011	Aug 15, 2023	no	ARLINGTON, VA\|GARDEN CITY, NY\|Garden City, NY	Previous registration
MORGAN STANLEY	Wirehouse	Apr 15, 2010	Sep 7, 2011	no	New York, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	MORGAN STANLEY	Apr 14, 2026	Apr 15, 2026	1	Firm change	Ibd to wirehouse
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
MORGAN STANLEY	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Aug 15, 2023	Aug 23, 2023	8	Firm change	Wirehouse to ibd
E*TRADE CAPITAL MANAGEMENT, LLC	MORGAN STANLEY	Aug 15, 2023	Jan 4, 2023	-223	Channel change	RIA to wirehouse
MORGAN STANLEY	E*TRADE CAPITAL MANAGEMENT, LLC	Sep 7, 2011	Oct 14, 2011	37	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104555:149777:MA:2026-04-14	Apr 14, 2026	Apr 15, 2026	BOSTON, MA	Firm change
42159:149777:NY:2023-08-15	Aug 15, 2023	Jan 4, 2023	GARDEN CITY, NY	Firm change after gap

Relationships

Registered with (4)

→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jan 4, 2023 to Aug 15, 2023factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Apr 14, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 23, 2023 to Mar 31, 2025factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 14, 2011 to Aug 15, 2023factForm ADV

Dated events

Occurred
Apr 14, 2026
Advisor changed firm
Matthew Vella left Strategic Advisers Llc for Morgan Stanley (registered 2026-04-15)
Form ADVobserved 5 days ago
Occurred
Aug 15, 2023
Advisor changed firm
Matthew Vella left Morgan Stanley for Fidelity Personal And Workplace Advisors (registered 2023-08-23)
Form ADVobserved 5 days ago