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

SAVVY

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

Aug 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

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Jan 5, 2022

First registration

Jan 13, 2022

Dual registered

no

Other names

MATTHEW JACOB CONLEY|Matt Conley|MATTHEW CONLEY

IAPD individual key

7432176

• Occurred

  Mar 31, 2026
  Advisor changed firm

  Matthew J Conley left Colorado Wealth Group Llc for Savvy (registered 2025-11-07)

  Form ADVobserved 5 days ago
• Occurred

  Apr 8, 2024
  Advisor changed firm

  Matthew J Conley left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Colorado Wealth Group Llc (registered 2024-04-12)

  Form ADVobserved 5 days ago
• Occurred

  Oct 13, 2022
  Advisor changed firm

  Matthew J Conley left Fidelity Personal And Workplace Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-01-05)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:38fc783f-b666-3f15-3333-ccd9498a57da

First observed

Jan 13, 2022

Last observed

Sep 14, 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.