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 J Baltuch
Feed of 09/15/2026
Also filed as Matthew J Baltuch
At current firm
0 y
since Jul 17, 2026
In the industry
29 y
since May 1, 1997 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
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
- Apollon Wealth Management, LLC independent RIA currentsince Jul 17, 2026 · Mount Pleasant, Sc
- Steward Partners Investment Advisory, LLC BD affiliatedMay 7, 2018 to Jun 29, 2026 · Morristown, Nj
- Morgan Stanley wirehouseJun 1, 2009 to May 7, 2018 · Short Hills, Nj
- Morgan Stanley & Co. LLC unclassifiedMay 2, 2008 to Jun 1, 2009 · Warren, Nj
- Citigroup Global Markets Inc. BD affiliatedMay 3, 2002 to May 22, 2008 · Florham Park, Nj
Moves
a registration end followed by a registration begin elsewhere
- Steward Partners Investment Advisory, LLC to Apollon Wealth Management, LLCleft Jun 29, 2026, registered Jul 17, 2026 (18 days) · Affiliated broker-dealer or bank to independent RIA
- Morgan Stanley to Steward Partners Investment Advisory, LLCleft May 7, 2018, registered May 7, 2018 (0 days) · Wirehouse to independent RIA
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Citigroup Global Markets Inc. to Morgan Stanley & Co. LLCleft May 22, 2008, registered May 2, 2008 (-20 days) · Other
Signals
- Matthew J Baltuch left Steward Partners Investment Advisory, Llc for Apollon Wealth Management, Llc (registered 2026-07-17)Jun 29, 2026 · 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address