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 James Brady
Feed of 09/15/2026
Also filed as Matt Brady
At current firm
3 y
since Aug 18, 2023
In the industry
33 y
since Nov 17, 1992 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Thepartners Wealth Management independent RIA currentsince Aug 18, 2023 · Carmel By The Sea, Ca
- Thepartners Wealth Management independent RIAApr 24, 2023 to Apr 24, 2023 · Ponte Vedra Beach, Fl
- Wells Fargo Advisors wirehouseJan 12, 2018 to Aug 15, 2023 · Ponte Vedra Beach, Fl
- Wells Fargo Advisors wirehouseFeb 20, 2009 to Jan 12, 2018 · Jacksonville, Fl
- Advest, Inc. unclassifiedDec 9, 2005 to Mar 8, 2006 · Ponte Vedra Beach, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 17, 1992 to Feb 17, 2009 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Thepartners Wealth Managementleft Aug 15, 2023, registered Apr 24, 2023 (-113 days) · Wirehouse to independent RIA · moved with a team
- Wells Fargo Advisors to Wells Fargo Advisorsleft Jan 12, 2018, registered Jan 12, 2018 (0 days) · channel change inside one enterprise, not a move · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Advest, Inc.left Feb 17, 2009, registered Dec 9, 2005 (-1166 days) · Other
- Advest, Inc. to Wells Fargo Advisorsleft Mar 8, 2006, registered Feb 20, 2009 (1080 days) · Other
Signals
- Matthew James Brady left Wells Fargo Advisors for Thepartners Wealth Management (registered 2023-04-24)Aug 15, 2023 · 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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address