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RIA / WealthAdvisorCertified Financial Planner19 years in industry

MATTHEW THOMAS WILLIAMS

Advisor at ONESEVEN

BEACHWOOD, OH | Alexandria, VA | Bridgeport, WV

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Search this name across graphsid dfx:ria:00eeb960-191c-9879-618b-1efcfc92014e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 3, 2007 to Sep 15, 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: ONESEVEN
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 19, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 19, 2006
First registration: Jan 3, 2007
Dual registered: no
Other names: MATTHEW WILLIAMS
IAPD individual key: 5168918

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
Oneseven	Independent wealth	Jul 28, 2023	n/a	yes	BEACHWOOD, OH\|Alexandria, VA\|Bridgeport, WV	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jun 23, 2015	Aug 3, 2023	no	BRIDGEPORT, WV\|FAIRFAX, VA\|Alexandria, VA	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Mar 16, 2015	Jun 23, 2015	no	BETHESDA, MD	Previous registration
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	Former SEC adviser	Aug 30, 2012	Mar 27, 2013	no	MIAMI, FL	Previous registration
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	Former SEC adviser	Jul 13, 2011	Apr 24, 2012	no	CHARLOTTE, NC	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Sep 6, 2007	Oct 12, 2010	no	BRIDGEPORT, WV	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 3, 2007	May 8, 2007	no	BRIDGEPORT, WV	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
AMERIPRISE FINANCIAL SERVICES, LLC	Oneseven	Aug 3, 2023	Jul 28, 2023	-6	Firm change	Ibd to RIA
EAGLE STRATEGIES LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Jun 23, 2015	Jun 23, 2015	0	Firm change	Other
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	EAGLE STRATEGIES LLC	Mar 27, 2013	Mar 16, 2015	719	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	Oct 12, 2010	Jul 13, 2011	274	Firm change	Other

Relationships

Registered with (4)

→ ONESEVENRegistered adviserregistration: current employment
Jul 28, 2023 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jun 23, 2015 to Aug 3, 2023factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Mar 16, 2015 to Jun 23, 2015factForm ADV
→ CAPITAL GUARDIAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 30, 2012 to Mar 27, 2013factForm ADV

Dated events

Occurred
Aug 3, 2023
Advisor changed firm
Matthew Thomas Williams left Ameriprise Financial Services, Llc for Oneseven (registered 2023-07-28)
Form ADVobserved 5 days ago