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 Golizio

Valic Financial Advisors, Inc.BD affiliatedHouston, Tx dual registrantIAPD 4509919

Feed of 09/15/2026

Also filed as Matthew Michael Golizio

At current firm

0 y

since Oct 6, 2025

In the industry

24 y

since Jun 25, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Valic Financial Advisors, Inc. BD affiliated current
since Oct 6, 2025 · Beachwood, Nj
Ascensus Investment Advisors, LLC institutional
Apr 16, 2024 to Aug 28, 2025 · Needham, Ma
Valic Financial Advisors, Inc. BD affiliated
Feb 20, 2020 to Apr 1, 2024 · Houston, Tx
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 5, 2015 to Feb 18, 2020 · Pennington, Nj
Money Concepts Advisory Service BD affiliated
Jun 5, 2014 to Dec 1, 2014 · Palm Beach Gardens, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Apr 12, 2005 to Jun 3, 2014 · Pennington, Nj
Wells Fargo Advisors wirehouse
Jul 8, 2004 to Mar 21, 2005 · Red Bank, Nj
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jun 18, 2003 to Jul 6, 2004 · Pennington, Nj

Moves

a registration end followed by a registration begin elsewhere

Ascensus Investment Advisors, LLC to Valic Financial Advisors, Inc.
left Aug 28, 2025, registered Oct 6, 2025 (39 days) · Other
Valic Financial Advisors, Inc. to Ascensus Investment Advisors, LLC
left Apr 1, 2024, registered Apr 16, 2024 (15 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Valic Financial Advisors, Inc.
left Feb 18, 2020, registered Feb 20, 2020 (2 days) · Wirehouse to affiliated broker-dealer or bank
Money Concepts Advisory Service to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Dec 1, 2014, registered Feb 5, 2015 (66 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Money Concepts Advisory Service
left Jun 3, 2014, registered Jun 5, 2014 (2 days) · Other
Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Mar 21, 2005, registered Apr 12, 2005 (22 days) · Wirehouse to wirehouse
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
left Jul 6, 2004, registered Jul 8, 2004 (2 days) · Wirehouse to wirehouse

Signals

Matthew Golizio left Ascensus Investment Advisors, Llc for Valic Financial Advisors, Inc. (registered 2025-10-06)
Aug 28, 2025 · Advisor changed firm · fact
Matthew Golizio left Valic Financial Advisors, Inc. for Ascensus Investment Advisors, Llc (registered 2024-04-16)
Apr 1, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address