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 Cleary
Certified Financial Planner
Feed of 09/14/2026
Also filed as Matthew Edward Cleary
At current firm
2 y
since Nov 21, 2023
In the industry
15 y
since Jul 15, 2011 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
27
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Sentinel Pension Advisors, LLC. institutional currentsince Nov 21, 2023 · Wakefield, Ma
- E*Trade Capital Management, LLC formerDec 24, 2019 to Aug 15, 2023 · Boston, Ma
- Finivi Inc. independent RIAAug 15, 2019 to Dec 6, 2019 · Westborough, Ma
- Td Ameritrade Investment Management, LLC formerAug 29, 2016 to Aug 14, 2019 · Boston, Ma
- Td Ameritrade, Inc. formerAug 29, 2016 to Aug 14, 2019 · Boston, Ma
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJul 18, 2011 to Aug 10, 2016 · Somerville, Ma
Moves
a registration end followed by a registration begin elsewhere
- E*Trade Capital Management, LLC to Sentinel Pension Advisors, LLC.left Aug 15, 2023, registered Nov 21, 2023 (98 days) · Other
- Finivi Inc. to E*Trade Capital Management, LLCleft Dec 6, 2019, registered Dec 24, 2019 (18 days) · RIA to RIA
- Td Ameritrade Investment Management, LLC to Finivi Inc.left Aug 14, 2019, registered Aug 15, 2019 (1 days) · RIA to RIA
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Aug 14, 2019, registered Aug 29, 2016 (-1080 days) · channel change inside one enterprise, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Td Ameritrade, Inc.left Aug 10, 2016, registered Aug 29, 2016 (19 days) · Other
Signals
- Matthew Edward Cleary left E*Trade Capital Management, Llc for Sentinel Pension Advisors, Llc. (registered 2023-11-21)Aug 15, 2023 · 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
- Institutional managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address