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Matthew Yonally
40 Years of Experience
Santa Barbara, CA
5 DisclosuresBroker
Matthew Yonally is a registered investment advisor at Morgan Stanley, based in Santa Barbara, CA, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1332 Anacapa Street, 2nd Floor, Santa Barbara, CA, 93101
Get directionsHistory
Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2008Closed-No Action
Customer Dispute
October 2002Denied
Customer Dispute
February 2001Denied
Customer Dispute
August 2000Denied
Customer Dispute
December 1990Settled
Other Business Activities
Matthew is involved with SCI Yonally Acquisitions, a family-held LLC managing rental property in Paris since 2000. This requires a few hours per week of Matthew's time.
Employment History
Current Registrations
Morgan StanleyBroker
January 2026 - Present · 6 mos
Morgan Stanley
January 2026 - Present · 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2015 - January 2026 · 10 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2015 - January 2026 · 10 yrs 8 mos
UBS Financial Services INC.Broker
August 2008 - June 2015 · 6 yrs 10 mos
UBS Financial Services INC.
August 2008 - June 2015 · 6 yrs 10 mos
Citigroup Global Markets INC.
July 1997 - September 2008 · 11 yrs 2 mos
Citigroup Global Markets INC.Broker
January 1994 - September 2008 · 14 yrs 8 mos
Painewebber IncorporatedBroker
October 1985 - January 1994 · 8 yrs 3 mos
State Registrations27 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.