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 P Anderson
Certified Financial Planner
Feed of 09/14/2026
Also filed as Matthew Anderson
At current firm
5 y
since Jun 9, 2021
In the industry
23 y
since Mar 10, 2003 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Summit Financial, LLC BD affiliated currentsince Jun 9, 2021 · Columbus, Oh
- Keebeck Wealth Management independent RIAJun 17, 2020 to Jul 2, 2021 · Columbus, Oh
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJun 29, 2012 to Jul 15, 2020 · Columbus, Oh
- UBS Financial Services Inc. wirehouseMar 10, 2003 to Sep 28, 2004 · Columbus, Oh
Moves
a registration end followed by a registration begin elsewhere
- Keebeck Wealth Management to Summit Financial, LLCleft Jul 2, 2021, registered Jun 9, 2021 (-23 days) · RIA to affiliated broker-dealer or bank
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Keebeck Wealth Managementleft Jul 15, 2020, registered Jun 17, 2020 (-28 days) · Wirehouse to independent RIA · moved with a team
- UBS Financial Services Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Sep 28, 2004, registered Jun 29, 2012 (2831 days) · Wirehouse to wirehouse
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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address