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 Edward Gaffey
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Matt Gaffey
At current firm
10 y
since Jul 18, 2016
In the industry
19 y
since Apr 30, 2007 (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
- Spire Wealth Management, LLC BD affiliated currentsince Jul 18, 2016 · Mclean, Va
- Suntrust Investment Services, Inc. formerJan 21, 2016 to Jul 7, 2016 · Leesburg, Va
- Cuso Financial Services, L.P. formerOct 5, 2015 to Jan 26, 2016 · Fairfax, Va
- Strategic Advisers LLC national BDMar 29, 2010 to Oct 16, 2015 · Reston, Va
- Spire Wealth Management, LLC BD affiliatedMay 1, 2007 to Mar 5, 2010 · Mclean, Va
Moves
a registration end followed by a registration begin elsewhere
- Suntrust Investment Services, Inc. to Spire Wealth Management, LLCleft Jul 7, 2016, registered Jul 18, 2016 (11 days) · Other
- Cuso Financial Services, L.P. to Suntrust Investment Services, Inc.left Jan 26, 2016, registered Jan 21, 2016 (-5 days) · Other
- Strategic Advisers LLC to Cuso Financial Services, L.P.left Oct 16, 2015, registered Oct 5, 2015 (-11 days) · Other
- Spire Wealth Management, LLC to Strategic Advisers LLCleft Mar 5, 2010, registered Mar 29, 2010 (24 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address