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
Reny Mathew
Feed of 09/15/2026
At current firm
4 y
since Oct 21, 2021
In the industry
21 y
since Oct 11, 2004 (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
- Virtus Investment Advisers, LLC asset manager currentsince Oct 21, 2021 · New York, Ny
- Hsbc Securities (USA) Inc. BD affiliatedJul 15, 2015 to Apr 7, 2017 · New York City, Ny
- Bny Mellon Securities Corporation otherApr 17, 2008 to Jun 24, 2015 · New York, Ny
- Lord, Abbett & Co. LLC asset managerOct 22, 2004 to Apr 23, 2007 · Jersey City, Nj
Moves
a registration end followed by a registration begin elsewhere
- Hsbc Securities (USA) Inc. to Virtus Investment Advisers, LLCleft Apr 7, 2017, registered Oct 21, 2021 (1658 days) · Other
- Bny Mellon Securities Corporation to Hsbc Securities (USA) Inc.left Jun 24, 2015, registered Jul 15, 2015 (21 days) · Other
- Lord, Abbett & Co. LLC to Bny Mellon Securities Corporationleft Apr 23, 2007, registered Apr 17, 2008 (360 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address