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 Nadeau
Feed of 09/14/2026
Also filed as Matthew Nadeau
At current firm
5 y
since Feb 17, 2021
In the industry
19 y
since Jun 25, 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
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
- Truist Advisory Services, Inc. BD affiliated currentsince Feb 17, 2021 · Winston-Salem, Nc
- Bb&T Securities, LLC formerJan 28, 2021 to Feb 17, 2021 · Richmond, Va
- First Citizens Investor Services, Inc. BD affiliatedOct 9, 2020 to Jan 25, 2021 · Raleigh, Nc
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 12, 2014 to Oct 21, 2020 · Charlotte, Nc
- Wells Fargo Advisors wirehouseOct 30, 2013 to Jun 10, 2014 · Advance, Nc
Moves
a registration end followed by a registration begin elsewhere
- Bb&T Securities, LLC to Truist Advisory Services, Inc.left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
- First Citizens Investor Services, Inc. to Bb&T Securities, LLCleft Jan 25, 2021, registered Jan 28, 2021 (3 days) · Affiliated broker-dealer or bank to another
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to First Citizens Investor Services, Inc.left Oct 21, 2020, registered Oct 9, 2020 (-12 days) · Wirehouse to affiliated broker-dealer or bank
- Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jun 10, 2014, registered Sep 12, 2014 (94 days) · Wirehouse to wirehouse
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