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 Francis Barrett
Feed of 09/15/2026
Also filed as Matthew Francis Barrett
At current firm
7 y
since Feb 4, 2019
In the industry
26 y
since May 13, 2000 (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, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- William Blair & Company L.L.C. BD affiliated currentsince Feb 4, 2019 · Chicago, Il
- Brown Advisory Securities, LLC formerMay 23, 2006 to Jan 28, 2019 · Baltimore, Md
- Maryland Capital Management, LLC formerJan 20, 2006 to Aug 31, 2006 · Towson, Md
- Deutsche Bank Securities Inc. no RAUMJun 3, 2003 to Nov 29, 2004 · Baltimore, Md
- Wells Fargo Advisors wirehouseMay 5, 2003 to May 28, 2003 · Baltimore, Md
Moves
a registration end followed by a registration begin elsewhere
- Brown Advisory Securities, LLC to William Blair & Company L.L.C.left Jan 28, 2019, registered Feb 4, 2019 (7 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Maryland Capital Management, LLC to Brown Advisory Securities, LLCleft Aug 31, 2006, registered May 23, 2006 (-100 days) · Other
- Deutsche Bank Securities Inc. to Maryland Capital Management, LLCleft Nov 29, 2004, registered Jan 20, 2006 (417 days) · Other
- Wells Fargo Advisors to Deutsche Bank Securities Inc.left May 28, 2003, registered Jun 3, 2003 (6 days) · Other
Signals
No dated event on this person.
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address