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 Christopher Kelley

Mercer Global Advisors Inc.independent RIAWaltham, Ma IA-onlyIAPD 6797752

Certified Financial Planner

Feed of 09/15/2026

Also filed as Matt C Kelley

At current firm

1 y

since Jul 28, 2025

In the industry

13 y

since May 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mercer Global Advisors Inc. independent RIA current
since Jul 28, 2025 · Denver, Co
O'Brien Wealth Partners LLC former
Jul 10, 2025 to Mar 31, 2026 · Waltham, Ma
J.P. Morgan Securities LLC wirehouse
Jun 6, 2024 to Jan 12, 2025 · Plano, Tx
J.P. Morgan Private Wealth Advisors LLC former
Aug 10, 2021 to Jan 13, 2025 · Boston, Ma
Commonwealth Financial Network national BD
May 13, 2021 to Jul 9, 2021 · Waltham, Ma

Moves

a registration end followed by a registration begin elsewhere

O'Brien Wealth Partners LLC to Mercer Global Advisors Inc.
left Mar 31, 2026, registered Jul 28, 2025 (-246 days) · RIA to RIA · moved with a team
J.P. Morgan Private Wealth Advisors LLC to J.P. Morgan Securities LLC
left Jan 13, 2025, registered Jun 6, 2024 (-221 days) · channel change inside one enterprise, not a move
J.P. Morgan Securities LLC to O'Brien Wealth Partners LLC
left Jan 12, 2025, registered Jul 10, 2025 (179 days) · Wirehouse to independent RIA
Commonwealth Financial Network to J.P. Morgan Private Wealth Advisors LLC
left Jul 9, 2021, registered Aug 10, 2021 (32 days) · Affiliated broker-dealer or bank to another

Signals

Matthew Christopher Kelley left O'Brien Wealth Partners Llc for Mercer Global Advisors Inc. (registered 2025-07-28)
Mar 31, 2026 · Advisor changed firm · fact
Matthew Christopher Kelley left J.P. Morgan Securities Llc for O'Brien Wealth Partners Llc (registered 2025-07-10)
Jan 12, 2025 · 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: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address