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RIA / WealthAdvisordual registered (broker-dealer)38 years in industry

MATTHEW GIBSON PRESJAK

Advisor at ENCOMPASS WEALTH ADVISORS, LLC

PORTLAND, OR

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Search this name across graphsid dfx:ria:a6f7bd02-9203-ad52-d959-2900595aad99

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 15, 1999 to Sep 14, 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: ENCOMPASS WEALTH ADVISORS, 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: Nov 25, 1987earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 6
Exams: S63|S65
First exam: Nov 25, 1987
First registration: Oct 15, 1999
Dual registered: yes, broker-dealer
IAPD individual key: 1767195

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
ENCOMPASS WEALTH ADVISORS, LLC	Independent wealth	Jul 17, 2014	n/a	yes	PORTLAND, OR	Current employment
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jul 23, 2014	no	Portland, OR	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Apr 17, 2009	Jun 1, 2009	no	PORTLAND, OR\|PORTLAND, OR	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 9, 2007	May 4, 2009	no	WEEHAWKEN, NJ	Previous registration
KEYBANC CAPITAL MARKETS INC.	n/a	Oct 15, 1999	Feb 9, 2007	no	PORTLAND, OR\|PORTLAND, OR	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
MORGAN STANLEY	ENCOMPASS WEALTH ADVISORS, LLC	Jul 23, 2014	Jul 17, 2014	-6	Firm change	Wirehouse to new firm
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
UBS FINANCIAL SERVICES INC.	CITIGROUP GLOBAL MARKETS INC.	May 4, 2009	Apr 17, 2009	-17	Firm change	Other
KEYBANC CAPITAL MARKETS INC.	UBS FINANCIAL SERVICES INC.	Feb 9, 2007	Feb 9, 2007	0	Bulk transfer	Other

Relationships

Registered with (5)

→ ENCOMPASS WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jul 17, 2014 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jul 23, 2014factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Apr 17, 2009 to Jun 1, 2009factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 9, 2007 to May 4, 2009factForm ADV
→ KEYBANC CAPITAL MARKETS INC.Registered adviserregistration: previous registration
Oct 15, 1999 to Feb 9, 2007factForm ADV

Dated events

No dated event names this entity yet.