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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

Matthew Earl Scheffler

Advisor at MORGAN STANLEY

Delaware, OH | Columbus, OH

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Search this name across graphsid dfx:ria:7d8715c8-aa95-f1fa-68ba-2f2a3e8d0592

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 29, 2005 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: Apr 29, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Nov 20, 2014
First registration: Apr 29, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 4943172

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	Jul 11, 2018	n/a	yes	Columbus, OH\|Delaware, OH	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 2, 2014	Jun 8, 2018	no	COLUMBUS, OH\|COLUMBUS, OH\|WESTERVILLE, OH\|Westerville, OH\|Westerville, OH\|Columbus, OH\|Columbus, OH\|Westerville, OH\|WESTERVILLE, OH	Previous registration
STIFEL, NICOLAUS & COMPANY, INCORPORATED	National bd RIA	Sep 25, 2009	May 25, 2011	no	COLUMBUS, OH\|ST. LOUIS, MO	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 9, 2007	Sep 25, 2009	no	BEACHWOOD, OH\|MANSFIELD, OH\|WEEHAWKEN, NJ\|NEW ALBANY, OH	Previous registration
KEYBANC CAPITAL MARKETS INC.	n/a	Apr 29, 2005	Feb 9, 2007	no	NEW ALBANY, OH\|NEW ALBANY, OH	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
J.P. MORGAN SECURITIES LLC	MORGAN STANLEY	Jun 8, 2018	Jul 11, 2018	33	Firm change	Wirehouse to wirehouse
STIFEL, NICOLAUS & COMPANY, INCORPORATED	J.P. MORGAN SECURITIES LLC	May 25, 2011	Oct 2, 2014	1,226	Firm change after gap	Ibd to wirehouse
UBS FINANCIAL SERVICES INC.	STIFEL, NICOLAUS & COMPANY, INCORPORATED	Sep 25, 2009	Sep 25, 2009	0	Bulk transfer	Wirehouse to ibd
KEYBANC CAPITAL MARKETS INC.	UBS FINANCIAL SERVICES INC.	Feb 9, 2007	Feb 9, 2007	0	Bulk transfer	Other

Relationships

Registered with (5)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Jul 11, 2018 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 2, 2014 to Jun 8, 2018factForm ADV
→ STIFEL, NICOLAUS & COMPANY, INCORPORATEDRegistered adviserregistration: previous registration
Sep 25, 2009 to May 25, 2011factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 9, 2007 to Sep 25, 2009factForm ADV
→ KEYBANC CAPITAL MARKETS INC.Registered adviserregistration: previous registration
Apr 29, 2005 to Feb 9, 2007factForm ADV

Dated events

No dated event names this entity yet.