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.
Matthew Allan Tucker
- Title
- Director of Advisor Development, Senior Advisor, CFP ®reportedfiwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Foundations Investment Advisors LLC independent RIA currentsince Aug 18, 2020 · Phoenix, Az
- Ae Wealth Management, LLC BD affiliatedJan 14, 2019 to Dec 2, 2019 · Gilbert, Az
- Vanguard Advisers, Inc. BD affiliatedAug 3, 2017 to Dec 26, 2018 · Scottsdale, Az
- Ae Wealth Management, LLC to Foundations Investment Advisors LLCleft Dec 2, 2019, registered Aug 18, 2020 (260 days) · RIA to RIA
- Vanguard Advisers, Inc. to Ae Wealth Management, LLCleft Dec 26, 2018, registered Jan 14, 2019 (19 days) · Affiliated broker-dealer or bank to independent RIA
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address