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 Megin
Feed of 09/14/2026
Also filed as Matt Megin
At current firm
1 y
since Mar 31, 2025
In the industry
21 y
since Sep 24, 2004 (earliest exam, job or registration)
Prior registered firms
6
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
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Henderson, Nv
- Fidelity Personal And Workplace Advisors formerMar 18, 2021 to Mar 31, 2025 · Henderson, Nv
- Citigroup Global Markets Inc. BD affiliatedMay 30, 2019 to Mar 3, 2021 · Las Vegas, Nv
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 29, 2015 to May 20, 2019 · Henderson, Nv
- Valic Financial Advisors, Inc. BD affiliatedDec 23, 2013 to Feb 5, 2015 · Reno, Nv
- Ashton Thomas Private Wealth independent RIAFeb 21, 2013 to Jan 10, 2014 · Las Vegas, Nv
- Strategic Advisers LLC national BDSep 7, 2005 to Aug 3, 2012 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Citigroup Global Markets Inc. to Fidelity Personal And Workplace Advisorsleft Mar 3, 2021, registered Mar 18, 2021 (15 days) · Affiliated broker-dealer or bank to another
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citigroup Global Markets Inc.left May 20, 2019, registered May 30, 2019 (10 days) · Wirehouse to affiliated broker-dealer or bank
- Valic Financial Advisors, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Feb 5, 2015, registered Oct 29, 2015 (266 days) · Other
- Ashton Thomas Private Wealth to Valic Financial Advisors, Inc.left Jan 10, 2014, registered Dec 23, 2013 (-18 days) · Other
- Strategic Advisers LLC to Ashton Thomas Private Wealthleft Aug 3, 2012, registered Feb 21, 2013 (202 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
- 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