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RIA / WealthAdvisor42 years in industry

MATTHEW DAVID DONOVAN

Advisor at WHITETAIL WEALTH MANAGEMENT

HARDWICK, NJ

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Search this name across graphsid dfx:ria:b8742cdc-bdbb-2b5e-1bf4-f7222313fa8c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Nov 11, 2005 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: WHITETAIL WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 10, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Apr 10, 1984
First registration: Nov 11, 2005
Dual registered: no
IAPD individual key: 1220849

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
WHITETAIL WEALTH MANAGEMENT	State registered	Sep 23, 2022	n/a	yes	HARDWICK, NJ	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 16, 2015	Oct 22, 2021	no	LAKE HOPATCONG, NJ\|LAKE HOPATCONG, NJ\|ISELIN, NJ\|DENVILLE, NJ\|FLANDERS, NJ\|SUCCASUNNA, NJ\|LAKE HOPATCONG, NJ\|FLANDERS, NJ	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Sep 18, 2012	May 13, 2015	no	MORRISTOWN, NJ	Previous registration
EDWARD JONES	National bd RIA	Aug 27, 2009	Sep 19, 2012	no	MT. ARLINGTON, NJ	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 26, 2007	Aug 12, 2009	no	CHESTERTOWN, MD\|STEVENSVILLE, MD	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Dec 11, 2006	Mar 14, 2007	no	Dover, DE	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	May 4, 2006	Jun 30, 2006	no	ANNAPOLIS, MD\|OLNEY, MD	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Apr 12, 2006	Apr 18, 2006	no	EASTON, MD	Previous registration
CETERA INVESTMENT SERVICES LLC	Former SEC adviser	Nov 11, 2005	Feb 10, 2006	no	CHESTERTOWN, MD	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WHITETAIL WEALTH MANAGEMENT	Oct 22, 2021	Sep 23, 2022	336	Firm change	Wirehouse to state RIA
EQUITABLE ADVISORS, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 13, 2015	Dec 16, 2015	217	Firm change	Ibd to wirehouse
EDWARD JONES	EQUITABLE ADVISORS, LLC	Sep 19, 2012	Sep 18, 2012	-1	Firm change	Ibd to ibd
LPL FINANCIAL LLC	EDWARD JONES	Aug 12, 2009	Aug 27, 2009	15	Firm change	Other
PNC WEALTH MANAGEMENT	LPL FINANCIAL LLC	Mar 14, 2007	Apr 26, 2007	43	Firm change	Other
UVEST FINANCIAL SERVICES GROUP, INC.	PNC WEALTH MANAGEMENT	Jun 30, 2006	Dec 11, 2006	164	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	UVEST FINANCIAL SERVICES GROUP, INC.	Apr 18, 2006	May 4, 2006	16	Firm change	Other
CETERA INVESTMENT SERVICES LLC	SUNTRUST INVESTMENT SERVICES, INC.	Feb 10, 2006	Apr 12, 2006	61	Firm change	Other

Relationships

Registered with (9)

→ WHITETAIL WEALTH MANAGEMENTRegistered adviserregistration: current employment
Sep 23, 2022 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 16, 2015 to Oct 22, 2021factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 18, 2012 to May 13, 2015factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 27, 2009 to Sep 19, 2012factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 26, 2007 to Aug 12, 2009factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 11, 2006 to Mar 14, 2007factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
May 4, 2006 to Jun 30, 2006factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Apr 12, 2006 to Apr 18, 2006factForm ADV
→ CETERA INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Nov 11, 2005 to Feb 10, 2006factForm ADV

Dated events

No dated event names this entity yet.