# Matthew Joseph Morzy

Matthew Joseph Morzy is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with MERIT FINANCIAL GROUP, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MERIT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/142457) | 2026-01-12 | present | Yes |
| [ANNEX ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/127987) | 2017-01-10 | 2025-10-23 | — |
| [SCOTTRADE INVESTMENT MANAGEMENT](https://search.stillhousedata.com/firm/169988) | 2016-06-28 | 2016-12-09 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2014-01-22 | 2014-07-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4865578)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4865578.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.