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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

MATTHEW B CARNEY

Advisor at CEREDEX VALUE ADVISORS LLC

WINTER PARK, FL | BROOKHAVEN, GA

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Search this name across graphsid dfx:ria:92aec708-7dc2-424f-efbc-64724f052133

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 1
Observed: Jul 21, 2017 to Sep 15, 2026

Across DFX

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

Private Equityidentity

Matthew B Carney

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: CEREDEX VALUE ADVISORS LLC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 20, 2017
First registration: Jul 21, 2017
Dual registered: yes, broker-dealer
IAPD individual key: 6689375

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
CEREDEX VALUE ADVISORS LLC	Other adviser	Mar 11, 2024	n/a	yes	BROOKHAVEN, GA\|WINTER PARK, FL	Current employment
VIRTUS CAPITAL ADVISERS, LLC	Other adviser	Jun 10, 2021	Mar 7, 2024	no	HARTFORD, CT\|BROOKHAVEN, GA	Previous registration
VIDENT ASSET MANAGEMENT	Other adviser	Aug 8, 2019	May 21, 2021	no	ALPHARETTA, GA	Previous registration
EDGE CAPITAL GROUP, LLC	Former SEC adviser	Sep 5, 2018	Jul 26, 2019	no	ATLANTA, GA	Previous registration
EDGE ADVISORS, LLC	Former SEC adviser	Oct 3, 2017	Aug 16, 2018	no	ATLANTA, GA	Previous registration
HERNDON CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jul 21, 2017	Oct 24, 2017	no	ATLANTA, GA	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
VIRTUS CAPITAL ADVISERS, LLC	CEREDEX VALUE ADVISORS LLC	Mar 7, 2024	Mar 11, 2024	4	Channel change	Other
VIDENT ASSET MANAGEMENT	VIRTUS CAPITAL ADVISERS, LLC	May 21, 2021	Jun 10, 2021	20	Firm change	Other
EDGE CAPITAL GROUP, LLC	VIDENT ASSET MANAGEMENT	Jul 26, 2019	Aug 8, 2019	13	Firm change	Other
EDGE ADVISORS, LLC	EDGE CAPITAL GROUP, LLC	Aug 16, 2018	Sep 5, 2018	20	Firm change	RIA to RIA
HERNDON CAPITAL MANAGEMENT, LLC	EDGE ADVISORS, LLC	Oct 24, 2017	Oct 3, 2017	-21	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
142261:297596:GA:2018-08-16	Aug 16, 2018	Sep 5, 2018	ATLANTA, GA	Firm change

Relationships

Registered with (6)

→ CEREDEX VALUE ADVISORS LLCRegistered adviserregistration: current employment
Mar 11, 2024 to presentfactForm ADV
→ VIRTUS CAPITAL ADVISERS, LLCRegistered adviserregistration: previous registration
Jun 10, 2021 to Mar 7, 2024factForm ADV
→ VIDENT ASSET MANAGEMENTRegistered adviserregistration: previous registration
Aug 8, 2019 to May 21, 2021factForm ADV
→ EDGE CAPITAL GROUP, LLCRegistered adviserregistration: previous registration
Sep 5, 2018 to Jul 26, 2019factForm ADV
→ EDGE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 3, 2017 to Aug 16, 2018factForm ADV
→ HERNDON CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 21, 2017 to Oct 24, 2017factForm ADV

Dated events

No dated event names this entity yet.