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RIA / WealthAdvisor34 years in industry

MATTHEW STROUD HELLEBUSCH

Advisor at PORTFOLIO MEDICS, LLC

BONITA SPRINGS, FL | Wyndmoor, PA

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Search this name across graphsid dfx:ria:a4352bce-a1c6-0a82-1df7-a7b84a2b2e67

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: May 18, 2004 to Sep 15, 2026

Across DFX

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.

Facts

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

Current firm: PORTFOLIO MEDICS, 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: Jul 23, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom 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: S66|S63|S65
First exam: Jul 23, 1992
First registration: May 18, 2004
Dual registered: no
Other names: STROUD HELLEBUSCH|M. STROUD HELLEBUSCH|M. HELLEBUSCH
IAPD individual key: 1550891

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
PORTFOLIO MEDICS, LLC	Independent wealth	Sep 9, 2024	n/a	yes	Wyndmoor, PA\|BONITA SPRINGS, FL	Current employment
THRIVE CAPITAL MANAGEMENT, LLC	Independent wealth	Feb 7, 2023	Dec 4, 2023	no	FORT WASHINGTON, PA	Previous registration
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Apr 28, 2022	Dec 12, 2022	no	BLUE BELL, PA	Previous registration
FIDELITY FEDERAL PLANNING CORP.	State registered	May 3, 2016	Apr 30, 2019	no	MONTGOMERYVILLE, PA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Feb 27, 2014	Apr 4, 2016	no	BALA CYNWYD, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 18, 2004	Jan 2, 2014	no	PENNINGTON, NJ\|LITTLETON, CO\|BLUE BELL, PA\|PENNINGTON, NJ\|NEW YORK, NY	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
THRIVE CAPITAL MANAGEMENT, LLC	PORTFOLIO MEDICS, LLC	Dec 4, 2023	Sep 9, 2024	280	Firm change	RIA to RIA
AE WEALTH MANAGEMENT, LLC	THRIVE CAPITAL MANAGEMENT, LLC	Dec 12, 2022	Feb 7, 2023	57	Firm change	Ibd to RIA
FIDELITY FEDERAL PLANNING CORP.	AE WEALTH MANAGEMENT, LLC	Apr 30, 2019	Apr 28, 2022	1,094	Firm change after gap	Other
EQUITABLE ADVISORS, LLC	FIDELITY FEDERAL PLANNING CORP.	Apr 4, 2016	May 3, 2016	29	Firm change	Ibd to state RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	EQUITABLE ADVISORS, LLC	Jan 2, 2014	Feb 27, 2014	56	Firm change	Wirehouse to ibd

Relationships

Registered with (6)

→ PORTFOLIO MEDICS, LLCRegistered adviserregistration: current employment
Sep 9, 2024 to presentfactForm ADV
→ THRIVE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 7, 2023 to Dec 4, 2023factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 28, 2022 to Dec 12, 2022factForm ADV
→ FIDELITY FEDERAL PLANNING CORP.Registered adviserregistration: previous registration
May 3, 2016 to Apr 30, 2019factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 27, 2014 to Apr 4, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 18, 2004 to Jan 2, 2014factForm ADV

Dated events

Occurred
Dec 4, 2023
Advisor changed firm
Matthew Stroud Hellebusch left Thrive Capital Management, Llc for Portfolio Medics, Llc (registered 2024-09-09)
Form ADVobserved 4 days ago
Occurred
Dec 12, 2022
Advisor changed firm
Matthew Stroud Hellebusch left Ae Wealth Management, Llc for Thrive Capital Management, Llc (registered 2023-02-07)
Form ADVobserved 4 days ago