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
Eric Michael Mattei
Certified Financial Planner
Feed of 09/14/2026
At current firm
3 y
since Jan 23, 2023
In the industry
16 y
since Jul 23, 2010 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
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
- Mcadam LLC independent RIA currentsince Jan 23, 2023 · Radnor, Pa
- Mbvm Philadelphia unclassifiedOct 6, 2017 to Nov 22, 2017 · Middletown, Pa
- Voya Financial Advisors, Inc. BD affiliatedAug 2, 2010 to Nov 3, 2014 · Philadelphia, Pa
Moves
a registration end followed by a registration begin elsewhere
- Mbvm Philadelphia to Mcadam LLCleft Nov 22, 2017, registered Jan 23, 2023 (1888 days) · Other
- Voya Financial Advisors, Inc. to Mbvm Philadelphialeft Nov 3, 2014, registered Oct 6, 2017 (1068 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
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address