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RIA / WealthAdvisor70 years in industry

MATTAWE PHILIP CLEMENTS

Advisor at CLEMENTS INVESTMENT MANAGEMENT

Marietta, NY

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Apr 5, 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: CLEMENTS INVESTMENT MANAGEMENT
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 1956earliest registration or exam on IAPD
Years in industry: 70derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Oct 18, 1991
First registration: Apr 5, 2005
Dual registered: no
Other names: MATT P CLEMENTS
IAPD individual key: 2165191

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
CLEMENTS INVESTMENT MANAGEMENT	Former SEC adviser	Jan 1, 2025	n/a	yes	Marietta, NY	Current employment
CLEMENTS INVESTMENT MANAGEMENT	Former SEC adviser	Jan 13, 2015	Dec 31, 2015	no	ASHLAND, OR	Previous registration
CLEMENTS INVESTMENT MANAGEMENT	Former SEC adviser	Nov 19, 2013	Dec 31, 2014	no	ASHLAND, OR	Previous registration
BRIDGE ADVISORY LLC	Former SEC adviser	Oct 21, 2011	Feb 25, 2014	no	PASADENA, CA	Previous registration
WORLD EQUITY GROUP, INC.	Bd affiliated wealth	Sep 27, 2010	Oct 24, 2011	no	VENTURA, CA\|SCHAUMBURG, IL\|SCHAUMBURG, IL\|LAS VEGAS, NV	Previous registration
WEALTH PLANNING AND MANAGEMENT	n/a	Feb 27, 2009	Oct 21, 2011	no	WOODLAND HILLS, CA\|VENTURA, CA\|MIAMI BEACH, FL	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Apr 5, 2005	May 21, 2009	no	VENTURA, CA\|SANTA BARBARA, CA	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
BRIDGE ADVISORY LLC	CLEMENTS INVESTMENT MANAGEMENT	Feb 25, 2014	Nov 19, 2013	-98	Firm change after gap	Other
WORLD EQUITY GROUP, INC.	BRIDGE ADVISORY LLC	Oct 24, 2011	Oct 21, 2011	-3	Firm change	Other
WEALTH PLANNING AND MANAGEMENT	WORLD EQUITY GROUP, INC.	Oct 21, 2011	Sep 27, 2010	-389	Firm change after gap	Other
CETERA ADVISOR NETWORKS LLC	WEALTH PLANNING AND MANAGEMENT	May 21, 2009	Feb 27, 2009	-83	Firm change after gap	Other

Relationships

Registered with (5)

→ CLEMENTS INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Jan 13, 2015 to Dec 31, 2015factForm ADV
→ BRIDGE ADVISORY LLCRegistered adviserregistration: previous registration
Oct 21, 2011 to Feb 25, 2014factForm ADV
→ WORLD EQUITY GROUP, INC.Registered adviserregistration: previous registration
Sep 27, 2010 to Oct 24, 2011factForm ADV
→ WEALTH PLANNING AND MANAGEMENTRegistered adviserregistration: previous registration
Feb 27, 2009 to Oct 21, 2011factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Apr 5, 2005 to May 21, 2009factForm ADV

Dated events

No dated event names this entity yet.