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RIA / WealthAdvisorCertified Financial Planner11 years in industry

MATTHEW PARKER TALBOT

Advisor at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Seattle, WA | CLEVELAND, OH

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:7ba3eafc-84cc-bf7a-8986-b42408a93ea7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: May 4, 2015 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Matthew Parker Talbot

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
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: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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: Certified Financial Planner
First registration: May 4, 2015
Dual registered: no
IAPD individual key: 2538636

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
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS	Independent wealth	Mar 19, 2026	n/a	yes	Seattle, WA\|CLEVELAND, OH	Current employment
THE CLARIUS GROUP, LLC	Former SEC adviser	May 4, 2015	Feb 18, 2026	no	SEATTLE, WA	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
THE CLARIUS GROUP, LLC	CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS	Feb 18, 2026	Mar 19, 2026	29	Firm change	RIA to RIA

Team moves

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

Team	Left	Joined	From	Kind
173347:105674:WA:2026-02-11	Feb 18, 2026	Mar 19, 2026	SEATTLE, WA	Firm change

Relationships

Registered with (2)

→ CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONSRegistered adviserregistration: current employment
Mar 19, 2026 to presentfactForm ADV
→ THE CLARIUS GROUP, LLCRegistered adviserregistration: previous registration
May 4, 2015 to Feb 18, 2026factForm ADV

Dated events

Occurred
Feb 18, 2026
Advisor changed firm
Matthew Parker Talbot left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-03-19)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ba3eafc-84cc-bf7a-8986-b42408a93ea7
First observed: May 4, 2015
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.

MATTHEW PARKER TALBOT

Advisor at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Seattle, WA | CLEVELAND, OH

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:7ba3eafc-84cc-bf7a-8986-b42408a93ea7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:18 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Independent wealth

Mar 19, 2026

n/a

yes

Seattle, WA|CLEVELAND, OH

Current employment

THE CLARIUS GROUP, LLC

Former SEC adviser

May 4, 2015

Feb 18, 2026

SEATTLE, WA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

THE CLARIUS GROUP, LLC

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Feb 18, 2026

Mar 19, 2026

Firm change

RIA to RIA

Team

Left

Joined

From

Kind

173347:105674:WA:2026-02-11

Feb 18, 2026

Mar 19, 2026

SEATTLE, WA

Firm change