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RIA / WealthAdvisorCertified Financial Planner23 years in industry

MATTHEW EMMETT RYAN

Advisor at FOCUS PARTNERS WEALTH, LLC

Wellesley, MA

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Search this name across graphsid dfx:ria:c3974656-4f0e-d2fe-34be-aa1300c0a462

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 13, 2004 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: FOCUS PARTNERS WEALTH, 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 22, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 22, 2003
First registration: Feb 13, 2004
Dual registered: no
IAPD individual key: 2148177

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
FOCUS PARTNERS WEALTH, LLC	Independent wealth	Mar 6, 2024	n/a	yes	Wellesley, MA	Current employment
GW & WADE, LLC	Former SEC adviser	May 20, 2005	Mar 21, 2024	no	WELLESLEY, MA	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Aug 17, 2004	Feb 8, 2005	no	MILLIS, MA	Previous registration
RYAN ADVISORS, INC	n/a	Feb 13, 2004	Jul 19, 2004	no	WELLESLEY HILLS, MA	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
GW & WADE, LLC	FOCUS PARTNERS WEALTH, LLC	Mar 21, 2024	Mar 6, 2024	-15	Bulk transfer	RIA to RIA
UVEST FINANCIAL SERVICES GROUP, INC.	GW & WADE, LLC	Feb 8, 2005	May 20, 2005	101	Firm change	Other
RYAN ADVISORS, INC	UVEST FINANCIAL SERVICES GROUP, INC.	Jul 19, 2004	Aug 17, 2004	29	Firm change	Other

Relationships

Registered with (4)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
Mar 6, 2024 to presentfactForm ADV
→ GW & WADE, LLCRegistered adviserregistration: previous registration
May 20, 2005 to Mar 21, 2024factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Aug 17, 2004 to Feb 8, 2005factForm ADV
→ RYAN ADVISORS, INCRegistered adviserregistration: previous registration
Feb 13, 2004 to Jul 19, 2004factForm ADV

Dated events

No dated event names this entity yet.