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 Damon Minichello
Feed of 09/14/2026
Also filed as Matthew Minichello
At current firm
0 y
since Aug 11, 2026
In the industry
18 y
since Nov 14, 2007 (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, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Charles Schwab & Co., Inc. national BD currentsince Aug 11, 2026 · Wilmington, Nc
- Newedge Advisors BD affiliatedSep 23, 2021 to Jul 9, 2026 · Greenwich, Ct
- Wells Fargo Advisors wirehouseFeb 2, 2015 to Oct 4, 2021 · Greenwich, Ct
- J.P. Morgan Securities LLC wirehouseOct 15, 2014 to Jan 5, 2015 · Greenwich, Ct
Moves
a registration end followed by a registration begin elsewhere
- Newedge Advisors to Charles Schwab & Co., Inc.left Jul 9, 2026, registered Aug 11, 2026 (33 days) · Affiliated broker-dealer or bank to another
- Wells Fargo Advisors to Newedge Advisorsleft Oct 4, 2021, registered Sep 23, 2021 (-11 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- J.P. Morgan Securities LLC to Wells Fargo Advisorsleft Jan 5, 2015, registered Feb 2, 2015 (28 days) · Wirehouse to wirehouse
Signals
- Matthew Damon Minichello left Newedge Advisors for Charles Schwab & Co., Inc. (registered 2026-08-11)Jul 9, 2026 · Advisor changed firm · fact
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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address