Matthew John Beverungen
Investment Adviser Representative at Osaic Wealth, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew John Beverungen is an investment adviser representative with Osaic Wealth, Inc. in Cocoa Beach, FL, where they have been registered since 2024. They have worked in the securities industry since 1988 and have been registered with 3 firms, including Securities America Advisors, Inc. and Financial Planning & Management Center, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida and Maryland.
Registrations & licenses
- Investment adviser:
- Florida, Maryland
- Broker:
11 states and territories
California, Florida, Iowa, Kentucky, Maryland, New Mexico, North Carolina, Ohio, Pennsylvania, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Matthew J. Beverungen, CPA, P.a.Aug 1993 – no end date reportedEllicott City/columbia, MD
- Securities Service Network, Inc.Nov 2006 – Sep 2020Knoxville, TN
- Securities America, Inc.Sep 2020 – Jun 2024Ellicott City, MD
- Securities America AdvisorsMay 2022 – Jun 2024Ellicott City, MD
- Osaic Wealth, Inc.Jun 2024 – no end date reportedEllicott City, MD
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Osaic Wealth, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,500 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8,271
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-54859
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Osaic Wealth, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew John Beverungen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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