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 Benjamin Terry
Certified Financial Planner
Feed of 09/14/2026
Also filed as Matthew Terry
At current firm
5 y
since Aug 16, 2021
In the industry
20 y
since Oct 5, 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
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Horizon Investments LLC asset manager currentsince Aug 16, 2021 · Charlotte, Nc
- Symmetry Partners independent RIAOct 24, 2017 to Jun 11, 2021 · Austin, Tx
- Bny Mellon Securities Corporation otherJul 23, 2015 to Mar 20, 2017 · Austin, Tx
- Nfp Advisor Services, LLC formerMar 17, 2014 to Jul 6, 2015 · Austin, Tx
- Cetera Investment Advisers LLC BD affiliatedFeb 24, 2006 to Mar 24, 2014 · Schaumburg, Il
Moves
a registration end followed by a registration begin elsewhere
- Symmetry Partners to Horizon Investments LLCleft Jun 11, 2021, registered Aug 16, 2021 (66 days) · Other
- Bny Mellon Securities Corporation to Symmetry Partnersleft Mar 20, 2017, registered Oct 24, 2017 (218 days) · Other
- Nfp Advisor Services, LLC to Bny Mellon Securities Corporationleft Jul 6, 2015, registered Jul 23, 2015 (17 days) · Other
- Cetera Investment Advisers LLC to Nfp Advisor Services, LLCleft Mar 24, 2014, registered Mar 17, 2014 (-7 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address