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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

MATTHEW ALAN HOLIBAUGH

Advisor at VANDERBILT ADVISORY SERVICES

WOODBURY, NY | St Augustine, FL

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Search this name across graphsid dfx:ria:f3f7fbed-8745-a045-3ce5-ce78b201d807

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 10, 2010 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: VANDERBILT ADVISORY SERVICES
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Mar 25, 2008
First registration: May 10, 2010
Dual registered: yes, broker-dealer
Other names: MATTHEW A HOLIBAUGH
IAPD individual key: 5493214

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
VANDERBILT ADVISORY SERVICES	Bd affiliated wealth	Oct 25, 2024	n/a	yes	St Augustine, FL\|WOODBURY, NY	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jun 30, 2023	Oct 31, 2024	no	Jacksonville, FL	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Sep 21, 2018	Aug 10, 2023	no	Jacksonville, FL\|ST. PAUL, MN	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Sep 19, 2018	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 10, 2010	Jul 13, 2018	no	JACKSONVILLE, FL	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
CETERA INVESTMENT ADVISERS LLC	VANDERBILT ADVISORY SERVICES	Oct 31, 2024	Oct 25, 2024	-6	Firm change	Ibd to ibd
SECURIAN FINANCIAL SERVICES, INC.	CETERA INVESTMENT ADVISERS LLC	Aug 10, 2023	Jun 30, 2023	-41	Bulk transfer	RIA to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	SECURIAN FINANCIAL SERVICES, INC.	Sep 19, 2018	Sep 21, 2018	2	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (5)

→ VANDERBILT ADVISORY SERVICESRegistered adviserregistration: current employment
Oct 25, 2024 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jun 30, 2023 to Oct 31, 2024factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 21, 2018 to Aug 10, 2023factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Sep 19, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
May 10, 2010 to Jul 13, 2018factForm ADV

Dated events

Occurred
Oct 31, 2024
Advisor changed firm
Matthew Alan Holibaugh left Cetera Investment Advisers Llc for Vanderbilt Advisory Services (registered 2024-10-25)
Form ADVobserved 5 days ago