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.

Current firm

TITLEIST ASSET MANAGEMENT, LLC

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

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S66

First exam

Jan 6, 2020

First registration

Jan 13, 2020

Dual registered

yes, broker-dealer

Other names

MATTHEW C NERZ|Matthew Carter Nerz

IAPD individual key

7166704

• Occurred

  Feb 17, 2026
  Advisor changed firm

  Matthew Carter Nerz left Park Avenue Securities Llc for Titleist Asset Management, Llc (registered 2026-02-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:248cdb32-fb8d-6ddb-c1d2-7c558e6077a7

First observed

Jan 13, 2020

Last observed

Sep 15, 2026 4 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.