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 Isaac Secemski
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Matthew Isaac Secemski
At current firm
0 y
since Mar 4, 2026
In the industry
13 y
since Mar 22, 2013 (earliest exam, job or registration)
Prior registered firms
6
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Morgan Stanley wirehouse currentsince Mar 4, 2026 · Paramus, Nj
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 15, 2023 to Mar 5, 2026 · Paramus, Nj
- Morgan Stanley wirehouseSep 30, 2020 to Nov 21, 2023 · Paramus, Nj
- Summit Financial, LLC BD affiliatedJan 3, 2019 to Aug 26, 2020 · Parsippany, Nj
- Summit Financial Resources Inc formerApr 18, 2017 to Sep 20, 2018 · Parsippany, Nj
- Summit Equities Inc formerJun 2, 2014 to Dec 27, 2018 · Parsippany, Nj
- Northwestern Mutual Investment Services,LLC no RAUMMar 26, 2013 to Jun 4, 2014 · Florham Park, Nj
Moves
a registration end followed by a registration begin elsewhere
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanleyleft Mar 5, 2026, registered Mar 4, 2026 (-1 days) · Wirehouse to wirehouse
- Morgan Stanley to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Nov 21, 2023, registered Nov 15, 2023 (-6 days) · Wirehouse to wirehouse
- Summit Financial, LLC to Morgan Stanleyleft Aug 26, 2020, registered Sep 30, 2020 (35 days) · Affiliated broker-dealer or bank to wirehouse
- Summit Equities Inc to Summit Financial Resources Incleft Dec 27, 2018, registered Apr 18, 2017 (-618 days) · corporate re-registration, not a move
- Summit Financial Resources Inc to Summit Financial, LLCleft Sep 20, 2018, registered Jan 3, 2019 (105 days) · corporate re-registration, not a move
- Northwestern Mutual Investment Services,LLC to Summit Equities Incleft Jun 4, 2014, registered Jun 2, 2014 (-2 days) · Other
Signals
- Matthew Isaac Secemski left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2026-03-04)Mar 5, 2026 · Advisor changed firm · fact
- Matthew Isaac Secemski left Morgan Stanley for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-11-15)Nov 21, 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
- Wirehousederived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address