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 Scott Belardes
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Matt Scott Belardes
At current firm
1 y
since Jan 1, 2025
In the industry
20 y
since Jan 27, 2006 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Independent Financial Group, LLC BD affiliated currentsince Jan 1, 2025 · San Diego, Ca
- Wells Fargo Advisors wirehouseOct 5, 2016 to Jun 2, 2017 · La Jolla, Ca
- Credit Suisse Securities (USA) LLC formerDec 11, 2013 to Jun 9, 2016 · San Diego, Ca
- Morgan Stanley wirehouseJun 1, 2009 to Jan 3, 2014 · San Diego, Ca
- Citigroup Global Markets Inc. BD affiliatedMar 3, 2008 to Jun 1, 2009 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Independent Financial Group, LLCleft Jun 2, 2017, registered Jan 1, 2025 (2770 days) · Wirehouse to affiliated broker-dealer or bank
- Credit Suisse Securities (USA) LLC to Wells Fargo Advisorsleft Jun 9, 2016, registered Oct 5, 2016 (118 days) · Other
- Morgan Stanley to Credit Suisse Securities (USA) LLCleft Jan 3, 2014, registered Dec 11, 2013 (-23 days) · Other
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address