Matthew John Beverungen

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1993 → Present
  Matthew J. Beverungen, Cpa, P.A.
  Ellicott City/Columbia, MD
• 11/2006 → 09/2020
  Securities Service Network, Inc.
  Knoxville, TN
• 09/2020 → 06/2024
  Securities America, Inc.
  Ellicott City, MD
• 05/2022 → 06/2024
  Securities America Advisors
  Ellicott City, MD
• 06/2024 → Present
  Osaic Wealth, Inc.
  Ellicott City, MD

Previous Registrations

• 2022-05-10 → 2024-06-14
  Securities America Advisors, Inc.
  Ellicott City, MD
• 2016-02-22 → 2022-07-03
  Financial Planning & Management Center, Inc.
  Ellicott City, MD
• 2000-01-10 → 2006-11-03
  Securities America Advisors, Inc.
  Ellicott City , MD

Other Businesses

1. MATT BEVERUNGEN POSITION: advising, sales NATURE: fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1987 ADDRESS: 10339 Waverly Woods Dr., Ellicott City MD 21042 DESCRIPTION: offer insurance solutions for clients' needs 2. MATT BEVERUNGEN POSITION: Investment Advisor Representative NATURE: Fee-based investment advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/27/2022 ADDRESS: 10339 Waverly Woods Dr, ELLICOTT CITY MD 21042 DESCRIPTION: The detail is I have no plans to actively pursue fee-based accounts at present. I obtained my Series 65 license and I simply want to maintain it. I may begin offering fee-based services in the next year or two. It would be a small portion of my business, if any, until further notice. 3. MATT BEVERUNGEN, CPA, MBA POSITION: owner NATURE: tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1985 ADDRESS: 10339 Waverly Woods Dr, Ellicott City MD 21042 DESCRIPTION: tax preparation 4. MJB ADVISORY POSITION: Sole Owner (owner) NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2025 ADDRESS: 10339 Waverly Woods Dr, Ellicott City MD 21042, United States DESCRIPTION: Conduct my own (Independent) RIA practice. Discuss benefits with clients, open accounts, manage assets, handle administrative tasks, maintain compliance. (I obtained approval to open my own RIA but I have not done so, yet.)

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-12
• S63 Uniform Securities Agent State Law Examination
  1986-12-03