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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

MATTHEW JAMES BRADY

Advisor at THEPARTNERS WEALTH MANAGEMENT

CARMEL BY THE SEA, CA | Ponte Vedra Beach, FL

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:20913fa1-56e1-0ffb-57aa-590974e8ed2e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 17, 1992 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: THEPARTNERS WEALTH MANAGEMENT
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: Nov 17, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 4
Exams: S66|S63
First exam: Nov 20, 1992
First registration: Nov 17, 1992
Dual registered: yes, broker-dealer
Other names: Matt Brady
IAPD individual key: 2162122

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
THEPARTNERS WEALTH MANAGEMENT	Independent wealth	Aug 18, 2023	n/a	yes	CARMEL BY THE SEA, CA\|Ponte Vedra Beach, FL	Current employment
THEPARTNERS WEALTH MANAGEMENT	Independent wealth	Apr 24, 2023	Apr 24, 2023	no	Ponte Vedra Beach, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 12, 2018	Aug 15, 2023	no	PONTE VEDRA BEACH, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Feb 20, 2009	Jan 12, 2018	no	JACKSONVILLE, FL\|PONTE VEDRA BEACH, FL	Previous registration
ADVEST, INC.	n/a	Dec 9, 2005	Mar 8, 2006	no	PONTE VEDRA BEACH, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 17, 1992	Feb 17, 2009	no	JACKSONVILLE, FL\|JACKSONVILLE, FL	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
WELLS FARGO ADVISORS	THEPARTNERS WEALTH MANAGEMENT	Aug 15, 2023	Apr 24, 2023	-113	Firm change after gap	Wirehouse to RIA
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Jan 12, 2018	Jan 12, 2018	0	Channel change	Wirehouse to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ADVEST, INC.	Feb 17, 2009	Dec 9, 2005	-1,166	Firm change after gap	Other
ADVEST, INC.	WELLS FARGO ADVISORS	Mar 8, 2006	Feb 20, 2009	1,080	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
11025:314816:FL:2023-08-15	Aug 15, 2023	Apr 24, 2023	PONTE VEDRA BEACH, FL	Firm change after gap
19616:11025:FL:2018-01-12	Jan 12, 2018	Jan 12, 2018	PONTE VEDRA BEACH, FL	Firm change

Relationships

Registered with (5)

→ THEPARTNERS WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 24, 2023 to Apr 24, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 12, 2018 to Aug 15, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 20, 2009 to Jan 12, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 17, 1992 to Feb 17, 2009factForm ADV
→ ADVEST, INC.Registered adviserregistration: previous registration
Dec 9, 2005 to Mar 8, 2006factForm ADV

Dated events

Occurred
Aug 15, 2023
Advisor changed firm
Matthew James Brady left Wells Fargo Advisors for Thepartners Wealth Management (registered 2023-04-24)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:20913fa1-56e1-0ffb-57aa-590974e8ed2e
First observed: Nov 17, 1992
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MATTHEW JAMES BRADY

Advisor at THEPARTNERS WEALTH MANAGEMENT

CARMEL BY THE SEA, CA | Ponte Vedra Beach, FL

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:20913fa1-56e1-0ffb-57aa-590974e8ed2e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:49 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

THEPARTNERS WEALTH MANAGEMENT

Independent wealth

Aug 18, 2023

n/a

yes

CARMEL BY THE SEA, CA|Ponte Vedra Beach, FL

Current employment

THEPARTNERS WEALTH MANAGEMENT

Independent wealth

Apr 24, 2023

Ponte Vedra Beach, FL

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Jan 12, 2018

Aug 15, 2023

PONTE VEDRA BEACH, FL

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Feb 20, 2009

Jan 12, 2018

JACKSONVILLE, FL|PONTE VEDRA BEACH, FL

Previous registration

ADVEST, INC.

n/a

Dec 9, 2005

Mar 8, 2006

PONTE VEDRA BEACH, FL

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Nov 17, 1992

Feb 17, 2009

JACKSONVILLE, FL|JACKSONVILLE, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

THEPARTNERS WEALTH MANAGEMENT

Aug 15, 2023

Apr 24, 2023

-113

Firm change after gap

Wirehouse to RIA

WELLS FARGO ADVISORS

Jan 12, 2018

Channel change

Wirehouse to wirehouse

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ADVEST, INC.

Feb 17, 2009

Dec 9, 2005

-1,166

Firm change after gap

Other

ADVEST, INC.

WELLS FARGO ADVISORS

Mar 8, 2006

Feb 20, 2009

1,080

Firm change after gap

Other

Team

Left

Joined

From

Kind

11025:314816:FL:2023-08-15

Aug 15, 2023

Apr 24, 2023

PONTE VEDRA BEACH, FL

Firm change after gap

19616:11025:FL:2018-01-12

Jan 12, 2018

PONTE VEDRA BEACH, FL

Firm change