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

UNITED CAPITAL FINANCIAL ADVISORS

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

Sep 27, 2001earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Sep 27, 2001

First registration

May 26, 2022

Dual registered

no

IAPD individual key

4418159

• Occurred

  Dec 4, 2025
  Advisor changed firm

  Matthew Anthony Marcello left Apexium Financial Lp for United Capital Financial Advisors (registered 2025-11-26)

  Form ADVobserved 4 days ago
• Occurred

  Dec 31, 2023
  Advisor changed firm

  Matthew Anthony Marcello left Soundwatch Capital, Llc for Apexium Financial Lp (registered 2022-05-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2dae3d3c-791a-b613-2398-ec4d22b4e72e

First observed

May 26, 2022

Last observed

Sep 14, 2026 5 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.