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 B Teevan
Certified Financial Planner
Feed of 09/15/2026
Also filed as Matthew Bernard Teevan
At current firm
0 y
since Jul 7, 2026
In the industry
21 y
since Jan 18, 2005 (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
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Ameriprise Financial Services, LLC national BD currentsince Jul 7, 2026 · Whitehouse Station, Nj
- Cetera Investment Advisers LLC BD affiliatedFeb 27, 2026 to Jun 8, 2026 · El Segundo, Ca
- Empower Advisory Group, LLC BD affiliatedJul 9, 2018 to Oct 14, 2022 · Whitehouse Station, Nj
- Russell Investments asset managerOct 19, 2016 to Jul 25, 2017 · Whitehouse Station, Nj
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFeb 7, 2005 to Jul 15, 2008 · Pennington, Nj
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to Ameriprise Financial Services, LLCleft Jun 8, 2026, registered Jul 7, 2026 (29 days) · Affiliated broker-dealer or bank to another
- Empower Advisory Group, LLC to Cetera Investment Advisers LLCleft Oct 14, 2022, registered Feb 27, 2026 (1232 days) · Affiliated broker-dealer or bank to another · moved with a team
- Russell Investments to Empower Advisory Group, LLCleft Jul 25, 2017, registered Jul 9, 2018 (349 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Russell Investmentsleft Jul 15, 2008, registered Oct 19, 2016 (3018 days) · Other
Signals
- Matthew B Teevan left Cetera Investment Advisers Llc for Ameriprise Financial Services, Llc (registered 2026-07-07)Jun 8, 2026 · Advisor changed firm · fact
- Matthew B Teevan left Empower Advisory Group, Llc for Cetera Investment Advisers Llc (registered 2026-02-27)Oct 14, 2022 · 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
- National broker-dealer RIAderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address