DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Matthew Douglas Gensler
Feed of 09/14/2026
At current firm
5 y
since Sep 21, 2020
In the industry
25 y
since Mar 1, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Meld Financial, Inc. independent RIA currentsince Sep 21, 2020 · Boynton Beach, Fl
- Capstone Investment Financial Group, LLC independent RIAOct 30, 2015 to Nov 5, 2024 · New City, Ny
- Realta Investment Advisors, Inc BD affiliatedDec 7, 2011 to Dec 14, 2015 · Wilmington, De
- Raymond James Financial Services Advisors, Inc BD affiliatedJan 2, 2009 to Jun 11, 2010 · New York, Ny
- Raymond James Financial Services, Inc. unclassifiedJul 6, 2007 to Jan 2, 2009 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Capstone Investment Financial Group, LLC to Meld Financial, Inc.left Nov 5, 2024, registered Sep 21, 2020 (-1506 days) · RIA to RIA
- Realta Investment Advisors, Inc to Capstone Investment Financial Group, LLCleft Dec 14, 2015, registered Oct 30, 2015 (-45 days) · Other
- Raymond James Financial Services Advisors, Inc to Realta Investment Advisors, Incleft Jun 11, 2010, registered Dec 7, 2011 (544 days) · Other
- Raymond James Financial Services, Inc. to Raymond James Financial Services Advisors, Incleft Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
Signals
- Matthew Douglas Gensler left Capstone Investment Financial Group, Llc for Meld Financial, Inc. (registered 2020-09-21)Nov 5, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address