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 Aaron Acie
Feed of 09/14/2026
Also filed as Matthew Acie
At current firm
0 y
since Jul 28, 2026
In the industry
14 y
since Aug 30, 2012 (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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Voya Financial Advisors, Inc. BD affiliated currentsince Jul 28, 2026 · Portland, Or
- LPL Financial LLC BD affiliatedFeb 7, 2024 to Jan 22, 2026 · San Diego, Ca
- Shelton Capital Management mixed wealthFeb 22, 2019 to Aug 6, 2021 · San Francisco, Ca
- Freedom Investment Management, Inc. independent RIASep 25, 2018 to Feb 1, 2019 · South Windsor, Ct
- LPL Financial LLC BD affiliatedApr 20, 2016 to Apr 25, 2018 · Fort Mill, Sc
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Voya Financial Advisors, Inc.left Jan 22, 2026, registered Jul 28, 2026 (187 days) · Affiliated broker-dealer or bank to another
- Shelton Capital Management to LPL Financial LLCleft Aug 6, 2021, registered Feb 7, 2024 (915 days) · Other
- Freedom Investment Management, Inc. to Shelton Capital Managementleft Feb 1, 2019, registered Feb 22, 2019 (21 days) · RIA to RIA
- LPL Financial LLC to Freedom Investment Management, Inc.left Apr 25, 2018, registered Sep 25, 2018 (153 days) · RIA to RIA
Signals
- Matthew Aaron Acie left Lpl Financial Llc for Voya Financial Advisors, Inc. (registered 2026-07-28)Jan 22, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address